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Palmtech - Getting Started

Frequently asked questions about Palmtech Complete

Palmtech - FAQs

Updates

Information for users of older versions of Palmtech

Legacy Users (Versions 9 and older)

Global Comment Library With Narrative Comment Support

Guides on How to use the Palmtech Complete App

Palmtech App

Guides on how to use the Mobile Report Writer within the Palmtech Complete App

Mobile Report Writer

Guides on How to use the Web Report Writer within the Palmtech Complete App

Web Report Writer

Guides on How to use the Palmtech Complete Portal

Palmtech Portal

Guides on how to customize your templates in the Palmtech Complete Portal

Template Editor

Guides on how to add templates from your template library and import from other programs

Template Library

PalmTech 11

Report Designer

Report Writer

Online Scheduler

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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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.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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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