AMFG

Default Email Templates and Automatic Triggers

List of Supported Variables in Email and PDF Templates

Customizing Date and Time Formats in Templates

Adding Page Numbering to Your PDF Templates

Understanding Email and PDF Templates in AMFG

Email & PDF Templates

AMFG Consulting & Support

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Create your workspace and invite the people you work with.

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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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