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Setting up Zigaflow
Getting started and managing templates, workflows, and more
44 articles
What Each Module DoesA brief description to help you decide which ones to use
How to Set up ZigaflowWhat you need to do to get up and running - and get the most from Zigaflow
Rename ModulesChange their names to ones that mean something to your team members
Set What Columns and Fields to Display (Show/Hide)Make the system easier to use by hiding fields you don't need
Set up TagsUse the tags for Orders, Items, Customers, Tasks, etc. to make it easy to filter and report as well as control automations
Rename, Remove and Add StatusesHow to make Zigaflow reflect your workflows
Importing Your DataA summary of what can be imported
Rename Form FieldsMost top level fields can be renamed, as can the item columns
Company Settings
Set the Timezone, logo, URL, etc.
Set Your Financial Year InformationSet up your financial year information which is used in the reporting
Set Your Business DetailsSet up addresses, contact details, etc.
Adding Your Logo for Documents and EmailsAdd your logo once for it to appear in all of your documents or emails created from your Zigaflow account
Use Your Logo on ScreensAdd your logo
Set Timezone and LanguageSet the company defaults
Using Your URL for ZigaflowUse your branding and URL on the Zigaflow pages shows your customers, and use your URL for internal access
Document Templates
How to create and edit document templates
Document Templates ExplainedHow they work and the best approaches to creating and editing them
Editing document templates onlineIdeal for changing text or other simple changes. For more complex changes, download to edit on your desktop.
Download, edit and upload document templatesThis is easier when you are making major changes to a document template
Finding Document Variables/TagsUse these in PDF documents. Non-line item ones can be used in emails.
Adding Customer Signatures to PDF TemplatesHow to add the PDF variables to the PDF templates
Section Styles - Different TablesUse different columns and apperance for different sections on the same document
Images and Photos in PDF DocumentsHow to handle issues
Specification TablesProvide more extensive details for the items or products in your document
Pre-Builds
The fundamental building block to getting the most from Zigaflow
Pre-Builds ExplainedWhat they are and what they do
Create or Find a Pre-buildHow to create or edit a pre-build in any module
Setting up a Pre-BuildAutomated Messages, tasks, default templates and more
Setting the Document and Email Templates on a Pre-BuildThese are automatically used when a quotation, job/order, etc., is created from the pre-build.
Pre-Builds - Set when an eForm is to be Created and LinkedAn eForm can be automatically created when the parent quotation, job/sales order moves to a new status
Pre-Builds - Set When a Feedback Form is GeneratedSet the status that a feedback form is generated on a pre-build
Custom Fields
Fields that you can add to the system to make it hold your data better
Create a Custom Field in a module
Change the Dropdown options in a Custom Field
Create an Item Custom Field
Import Custom Fields from a spreadsheet
Adding Custom Fields to Companies/Customers
Automation
Set up automated messages and other automations