The Setup section of SourceLink® allows you to perform several administrative functions for the overall site.
The options within the Setup section are:
- Import Client Data
- List Values
- Report and Email Options
- Referral Options
- Required Fields
- Contact Us
- Help & Resources
This section covers Contact Us and Help/Resources. Click on the links above for other information.
Help & Resources
The Knowledge Base contains short instructions for various aspects of SourceLink. Click on the topic to open the Help Doc. You can Search in the upper right corner.