Action - an action is a grouped set of instructions that can send documents, create reminders, create follow up tasks in the to do list and allocate or reallocate cases to specific users. You can read more here.

Backup - this is the task of taking a copy of the database at regular intervals so that in the unlikely event of a system failure or corruption the database can be restored. You can read more here.

Document - a document is a letter or email that has been pre-prepared to send to a client, financial institution or other recipient. You can read more here.

Mail Merge - the automatic addition of names, addresses and other information from a database to letters in order to facilitate sending personalised mail or email. You can read more here.

Mandatory Field - a piece of information that is compulsory because it is required by our system to perform vital storage or calculation functions. You can read more here.

Restore - this is the task of using a previously stored copy of the database to overwrite a corrupt database or recover a failed system.