Simon Help Portal

Notification Centre Email notifications can be used to communicate information to various stakeholders throughout a user’s experience. Examples of notific...

Document Templates When a Document Acceptance element is included in an experience, you have the option of uploading a pre-prepared document or using a Do...

Document Upload Centre The Document Upload Centre is used to configure the documents that you require a user to upload at the end of their Forms element i...

Programs Centre The Programs Centre is used to create unique visual and information experiences for different types of users. The program that is presente...

Export Settings This module relates to the configuration of Export Reports. Export Reports allow you to export data as an Excel .csv file. These exports c...

FTP Upload Feature (Exports Plus) The FTP Upload Feature (Exports Plus) is an optional feature that allows for export reports to be configured to automati...

Custom Field Settings Custom Fields are used to capture additional user information which is important for your organisation. For example, division/depart...

SMS Sender The SMS Sender module controls the sender name that appears on all SMS messages that are sent from the Simon platform, as well as the content o...

Password Reset Instructions The Password Reset Instructions message appears at the login screen (for users) under the Login button. Here you can provide y...

Verification Questions Verification Questions are the questions that a user must answer to accept the Documents that are assigned to them when a Document ...