Recently updated

The 43 docs you can see, ordered by most-recent update.

• Security & Trust— How ZiplineOS protects your data: encryption, multi-tenant isolation, Australian data residency, network and application security, and our compliance program.2026-06-23
• Why doesn't my new workflow show a board or let me create deals?— A new workflow has no Kanban and can't create deals until it's published once — here's why and how to fix it.2026-06-19
• Advanced Question Types— The Input Portal's specialised question types — file uploads, addresses, sub-forms, people, contacts, lookups, linked records, and display blocks.2026-06-19
• Applicant Roles & Team Roles— Define the kinds of people on a deal — applicant roles and internal team roles — and assign workflow items to a specific role.2026-06-19
• Display Modes— How each Input Portal question can be presented — grid tiles, sliders, frequency, units, switches, disclaimers, and read-only statements.2026-06-19
• Field Sensitivity & Access Presets— Restrict who can see a question's answer using the Sensitivity setting and Access Presets — distinct from Internal only.2026-06-19
• Question Settings: Labels, Help, Required & AI Extract— The settings every Input Portal question shares — label, help text, required, internal-only, and AI auto-extraction from documents.2026-06-19
• Form Question Types— Every Input Portal form question type and what it captures — text, numbers, money, dates, choices, contacts, and more.2026-06-19
• Workflow Item Rules— Control when a workflow item shows, hides, is required, is skipped, or must pass validation — using conditions on the deal and its answers.2026-06-19
• Merge Fields: Personalise Question Text— Insert merge-field tokens so a question's label or help text echoes another answer, today's date, or your organisation name.2026-06-19
• Order Workflows— What an Input Portal workflow is — templates, steps, items, and the deal board that moves a deal from start to finish.2026-06-19
• Reactions: Item Automations— Trigger automatic actions when a workflow item reaches a point in its lifecycle — send an email, add an applicant, and more.2026-06-19
• Scope, Cardinality & Repeatable Items— How to make a form or section repeatable (repeat / loop / add multiple), set per-applicant vs shared scope, control minimum/maximum instances, and link forms together.2026-06-19
• Validations & Required Fields— Every Input Portal validation rule — what it checks, which question types it applies to, and the errors users see.2026-06-19
• Show, Hide & Require Questions with Rules— Make Input Portal questions appear, hide, or become required based on other answers and deal conditions.2026-06-19
• Workflow Items: Automation & Flow— The Input Portal workflow items that automate work and move deals along — Integration, Action, and Carry Forward.2026-06-19
• Workflow Items: Collecting & Signing— The Input Portal workflow items that gather information and signatures — Form, Live Document, and Signing Package.2026-06-19
• More Workflow Item Types— The remaining Input Portal workflow items — Decision, Distribution, Validation Gate, Quick Capture, Outstanding Documents, Checklist, and Results Display.2026-06-19
• Preview: Control the Look & Feel— Use the workflow Preview to style the deal experience — chrome, theme, header/footer, item layout, content blocks — and test it on desktop, tablet, and mobile.2026-06-19
• Workflow Settings, Publishing & Self-Registration— The workflow-level tabs beyond Build — Settings, Self-Registration, the Collect subdomain, History, and why you must publish before a workflow can take deals.2026-06-19
• How to Use the Input Portal— A plain-English introduction to the Input Portal — the Forms, Workflows and Deals model, who uses it, and where to go next.2026-06-19
• What happens when I ask you to delete my data?— A plain-English walkthrough of what happens when you ask us to delete your personal data — how to request it, how we verify it's you, what we delete, what happens to backups and third-party providers, how long it takes, and the confirmation you get.2026-06-17
• How is my organisation's data kept separate from everyone else's?— Plain-English explanation of how ZiplineOS keeps each organisation's data isolated (multi-tenancy + row-level security).2026-06-17
• What's the difference between a form, a workflow, and a deal?— Plain-English distinction between Input Portal forms, workflows, and deals.2026-06-17
• I can't see a page, portal, or tab — how do I get access?— Why a page/portal/feature might be hidden (space access, feature grants, role) and how to request access.2026-06-17
• Why do I keep getting logged out or stuck in a login loop?— Plain-language version of common 401 / login-loop causes and what to try.2026-06-17
• How do I reset a password?— The ways to reset a ZiplineOS password, including the SuperAdmin-initiated reset.2026-06-17
• Who can publish 'What's New' release notes that everyone sees?— Who can publish platform-wide release-note / announcement posts.2026-06-17
• Something's broken — how do I report it?— How to report a bug or get support, and what info to include.2026-06-17
• How do I search the knowledge base?— How to use the knowledge base search, including the streaming AI answer card.2026-06-17
• Using the Collect Client Portal— A plain-English guide for applicants and clients using the Collect portal — signing in via magic link, filling forms, and uploading documents.2026-06-17
• Getting Started with the ZiplineOS API— A getting-started guide for developers integrating with the ZiplineOS API — authentication, your first request, and conventions.2026-06-17
• Brokers & End Users — Getting Productive— A friendly learning path for brokers and end users: understand deals, build and use forms, and run the Input Portal day to day.2026-06-17
• Training & Onboarding— The training hub: choose a learning path (engineer, ops/support, or broker/end-user) and find the right docs to read in order.2026-06-17
• What is the Input Portal and how do I get started?— A short orientation to the Input Portal with links to the full guides.2026-06-16
• What's changed in the Contact 360 view in CRM?— The Rolodex Contact 360 view was redesigned in May 2026 — compact hero, condensed warnings strip, calmer Overview tab, Tasks Kanban, Audit table, and a new (dark-launched) Financial tab.2026-05-04
• Why don't I see the Financial tab in the CRM Contact 360 view?— The Financial tab is dark-launched behind the Crm.FinancialPosition.View feature grant. It's off by default for every tenant — ask your account manager (or kernel admin) to enable it.2026-05-04
• What is Omnisearch and how do I use it?— The platform-wide search overlay: keyboard shortcut, what it can find, the chips and filter tokens, and what's behind the recent speed improvements.2026-05-04
• Quoting Collections — what they are and how to use them— Plain-language FAQ for the Quoting Collections + PolicyData surface in the Logic portal — what a Collection is, what PolicyData is, why Publish can fail, and what to do about it.2026-04-28
• How long are database backups kept?— Daily backups are retained for 30 days. Weekly backups roll up to 12 months. Monthly backups are kept for 7 years for compliance.2026-04-26
• Database backups — what every engineer should know— You don't need to be on the database team to know how backups work. Covers retention, restore tests, and the backup dashboard.2026-04-26
• Getting started— Onboarding guide for new developers and operators joining the team.2026-04-26
• Feature Walkthroughs— End-to-end walkthroughs grouped by who's likely to do them — onboarding, support content, and client-facing tutorials.2026-04-26