FAQs
Folder for all FAQ's about the platform
If you get a timeout error when you are sending documents for signature, please check to see if any of the following apply: low internet connectivity bus...
Sat, 27 Jan, 2024 at 5:51 PM
Phundex Forms are data forms available for selection from any Pathway, whether you start with a Phundex Pathway, one of your own Templates, or create someth...
Sat, 27 Jan, 2024 at 6:15 PM
All Phundex Predefined Forms now offer the choice of creating new details or accessing previously completed details, without duplication. This new Ph...
Thu, 15 Aug, 2024 at 5:33 PM
This Phundex Predefined Form has been created to allow you to easily add details for appointments to the company, be it officers, directors, management team...
Mon, 22 Jul, 2024 at 10:30 AM
This new Phundex Form allows you to detail all addresses for a particular company, allowing you to track head office, trading locations and branches etc. ...
Thu, 15 Aug, 2024 at 5:26 PM
In our previous release we added functionality for you to view notifications of certain events from your Home Dashboard. We also provided the ability to r...
Mon, 1 Jul, 2024 at 1:38 PM
When you set up one of these Phundex Predefined Forms for the first time, you will have the choice to add details for a new Company or to select from an exi...
Mon, 22 Jul, 2024 at 10:46 AM
As a Manager you can now download an extract of each of your Pathways as an excel spreadsheet ( see attachments below) Simply click on the “extract” button...
Mon, 1 Jul, 2024 at 1:24 PM
Pathway Level, Type and Mentor: We have added the ability to tag and filter your pathways by providing new Level, Type and Mentor functionality. Client Admi...
Sat, 21 Sep, 2024 at 1:59 PM
Pathway Analytics: In addition to being able to download Pathway details, you can now extract a list of all of your Paths, together with all of the fields ...
Sat, 21 Sep, 2024 at 2:10 PM