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Components

Accountancy Portal

  • Choices
    • Practice Gateway Service Lines
  • Component Libraries
    • PersonalTaxApp_DefaultCommandLibrary
  • Environment Variables
    • API - Individual Agreement from Document Approval
    • API - Data Approver Agreement From Document Approval
    • API - Individual Agreement from List
    • API - Joint Agreement from list
    • Document Location for Document Approval
  • Tables
    • Document Approval
      • Columns
        • Agreement ID
        • Agreement URL
        • Approval Type - Business Tax
        • Approval Type - UK Tax
        • Approval Type - US Tax
        • Document Signer
        • Service Line
        • Status
        • Status Reason
      • Relationships
        • Document Signer (Contact)
      • Forms
        • Admin Form
        • Main Form
        • Portal Form
      • Views
        • Contact Document Approvals - Business Tax
        • Contact Document Approvals - General
        • Contact Document Approvals - Partnerships
        • Contact Document Approvals - Payroll
        • Contact Document Approvals - RandD
        • Contact Document Approvals - Trusts
        • Contact Document Approvals - UK Tax
        • Contact Document Approvals - US Tax
        • Document Signer
        • Signature Required
        • Signed
    • List
      • Columns
        • Service Line
  • Web Resources
    • DocumentApproval.js
    • Util-CommandBar.js