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P2/Conversations
- Initiating and Sending New Conversations
- Sending Pull/Push Features
- User Settings in P2/Conversations
- Conversations "Quick Settings"
- Downloading Files in P2/Conversations
- Creating Contacts in P2/Conversations
- Finding and Sending Your P2 “General Document” Or "ID Request" Link
- Sending Queue Automations
- Create "Remote Users" for Queues
- What are "Remote Users"
- Setting Custom Text Shortcuts (short-codes) for Your Personal URL Document Links
- Automotive - Re-initiating a Container with a Customer (if an automated container has Expired or manually Terminated).
- Download icons - visual warning
- How to set Adobe Sign credentials for your Team (P2/Conversations)
- Sending Adobe Sign Features for Signature
- Allow ORG Owners/Admins to re-assign a remote user to a conversation
- P2/Conversations Container Transcript Report
- Custom Fields in P2/Conversations
- How to set DocuSign credentials in my P2
- Setting P2/Conversations as the default dashboard
- Printing Media (PDF and Image Files)
- Download All Files/Medias as .zip
- Removing Contacts in P2/Conversations
- P2 Conversations
- Participant Connection Status Indicator
- ID Verify - Driver's License Scan/ID Verification