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  2. Videos & FAQs

Videos & FAQs

Here is a list support videos and some of the most frequent questions that we receive. Check here for help with troubleshooting as well as discovering tips and tricks to improve your Softools experience.

Videos

  • Softools YouTube Channel

Miscellaneous

  • GDPR Compliance
  • What is the date/time showing on my record?
  • Is there a size limit for attaching files?

Records and Reports

  • What reports can be added to a dashboard?
  • How do I search for my Records?
  • Why can't I see my records
  • Why can't I edit or update my records
  • Speed - My record takes too long to open

Filters

  • Why are my filters not working?

Apps

  • Why can't I see my Apps
  • How can I request a New App?

Exporting and Importing Data

  • Opening .csv files in Excel with accented and unicode characters
  • Updating a .csv file without Excel corrupting special characters
  • My .csv does not Export in the correct Format?
  • Export is not Downloadable
  • How can I see my Exports?

System Security and Safety

  • Softools End Points to whitelist on Firewalls
  • Accessing Softools through the Chinese firewall
  • Back up and System Data Recovery

Browser

  • Offline Best Practice
  • Adding Softools to your Phone
  • How do I clear Site Data?
  • Adding Softools as a Bookmark
  • Why Enable Desktop Notifications?
  • Why am I not Receiving Emails
See all 7 articles
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