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For general questions about the product which don't fall into any of the categories below.
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A collection of documentation regarding the integration Mailchimp and common problems that are encountered.
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Discussion on how to configure Workbooks' PDF output documents, including using custom PDF templates
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Commonly asked questions by prospective customers.
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Questions about the Free Version of Workbooks
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If you have a question about reporting, please ask it here.
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Forum for developers using our API and the Process Engine with Workbooks Scripts.
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Use this Forum to find out more about customising Workbooks by creating custom fields and modifying picklists.
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Forum for people using the Workbooks Outlook Connector
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Find out more about importing data into Workbooks here.
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If you have a question about emailing to/from Workbooks or a general email query please post it here. (For queries specific to the Outlook Connector, please check the Forum above.)
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Use this Forum to post questions about how to set up and manage users, how to allocate licences to them and how to control which areas of the system and functionality they can use.
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Use this Forum to find out more about Workbooks' performance and general requirements.
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Use the forum posts here to help you with your use of Workbooks and Sagelink
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