Documents

Approval Rules for Documents
Table of Contents 1. Automate Your Document Approval Process 1.1 Set up Document Approval Rules 1.2 Document Approval - Use Cases Section 1 Automate...
Wed, 22 Jun, 2022 at 4:44 PM
Order Forms
The concept of Order Forms is to solve MSPs’ hardware sales issues. Order Forms could be regarded as re-usable quotes. If the client buys the same items or ...
Tue, 24 May, 2022 at 5:50 PM
Microsoft Office 365 (Azure) SSO login
Our partners can enable Single Sign on and log into Zomentum using their Microsoft 365 Azure account. Once the user sign in SSO, an enterprise account is c...
Tue, 13 Sep, 2022 at 4:31 PM
Quote Block
What is a Quote block? The Quote Block is a versatile entity and can be used to build quotes for a customer from within a Zomentum document. The block is ...
Fri, 21 Jun, 2024 at 5:30 PM
Headers and Footers
This document describes the header and footer features for Zomentum documents. Zomentum enables its users to create comprehensive documents (proposals, con...
Tue, 23 Apr, 2024 at 2:01 PM
Embedding PDFs in Documents
This article describes the latest feature from Zomentum which allows you to attach PDF files to your Zomentum documents while editing them. Perform the ...
Thu, 20 Jun, 2024 at 4:23 PM
Upcoming Editor Enhancements
TABLE OF CONTENTS ✍️ Natural Writing Experience Smarter Organization More Control Seamless Imports Better Collaboration ⚡ Performance Upgrades ...
Thu, 4 Sep, 2025 at 4:02 PM