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URL Field

You can learn how to create a new Form Field from this article. A URL field is designed to store website li You can learn

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Schedule Field

The Schedule field is a unique field type that does not store any values but instead enables users to perform specific actions. It is particularly useful

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Email List Field

You can learn how to create a new Form Field from this article. The Email List field allows you to store several email addresses within one field.

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Applets

Applets are a way for you to integrate Servis.ai with any custom application. These applications can work under the same context as our web application

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Apps

The Apps you use and the relationships between them will dictate how your information is managed in Servis.ai.  FAQs What is an App? An App

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RingCentral Integration

Through integration with RingCentral, you can make phone calls and send SMS messages from within Servis.ai. Prerequisites: A RingCentral account is required for the integration. Each

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RingCentral Features

Through integration with RingCentral, you can make phone calls and send SMS messages from within Servis.ai.  User Permissions: Only users with a RingCentral account can use

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DocuSign Features

Through integration with DocuSign, you can send and receive DocuSign documents in Servis.ai.  User Permissions: Only users with a DocuSign account can use the DocuSign integration.

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Dot Walking Field

  This field takes advantage of our powerful “Dot Walking” feature. If you’re not familiar with it, we recommend checking out this article from the

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Roles & Access Control Lists

In Servis.ai, you can’t talk about Access Control Lists without talking about Roles. They work together and you need to understand both to use them properly.

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