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Each field has an identifier and a tag, used to customize your Word/Excel exports and emails.

Using Tags to Customize Exports

Get the date and time automatically in your reports!

How to obtain the geolocation in a personalized report?

How To Adjust The Settings Of Your Pictures In Reports & E-mails

Customize your tables in your Word and Excel reports

Tags related to the recipient of the pushes

Get automatic timestamp and geolocation of each element in your custom-made reports

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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.

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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.

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.

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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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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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