D-Tools

How to configure the settings of a plan view drawing from the plan view toolbar

Configuring the settings of a plan view drawing

How to show product output coverage for products in the quote and in the proposal

Enabling product output coverage

How to show images or icons for the products in a plan view drawing

Choosing between product images and product icons

How to configure the Item Info and Tooltip settings for a plan view drawing

Configuring Item Info and Tooltip settings

Ashok P

Learn how to configure the settings options available on the plan view toolbar

Plan View Toolbar Settings

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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