Logo
Community Submit a request
Sign in
  1. Softools
  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 - Requirements and Functionality
  • What do the status colours (RED / AMBER / GREEN / BLUE / BLACK) mean?
  • 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?
  • How do I archive a record?
  • Where is the History (Audit trail) of a Record?
  • I cannot see Records on a Report
  • I cannot edit/change records
See all 7 articles

Apps

  • I cannot see/find my Apps in the Launchpad?
  • How can I request a New App?

Account

  • Update my profile

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 Home Screen
  • How do I clear my cache?
  • Checking your version of Chrome
  • Adding a Bookmark in Chrome
  • Why enable desktop notifications?
See all 13 articles
Logo