Settings
Help with system preferences.
- Service & Activity TypesHow to set up and manage service and activity types in Indema
- Setting up email
- How to BCC or CC email notifications
- Creating + Managing Email Templates
- Walter - Your AI assistant
- Adding your team
- Creating permission sets
- How to set up the Harvest integration
- Document Naming
- How to: Default Project Phases
- Finances settingsWhere your Finances settings live, and the other Settings pages that shape your documents and payments.
- Claude Connector
- Scheduling automatic rate increases
- FinancesPricing and tax, documents, statuses and tags, getting paid, purchase orders, expenses and design-build.