Getting Started

Report Access Permissions Settings Page

Configuring User Permissions to your Reporting Pages Manage access to your system reporting pages and analytics through Report Access Permissions. Define what admins, directors,...

Voice Dictation within Shape Software

What is Voice Dictation? Voice Dictation, or voice-to-text, allows you to take down notes and write out SMS messages, compose emails, and leave notes...

Shape Software Dashboard Settings

Configuring your Dashboard Control what you track on your system dashboard. You can use the Dashboard Settings page to dictate what you track in...

Bulk Record Update in Shape Software

How to Utilize the Bulk Record Update Feature Bulk Record Update allows you to update multiple records in your system at the same time....

Setting Up a Custom Portal URL

Can I Customize my Portal URL? Shape Portal allows you to get a unique subdomain to send clients to in order to complete the...

Manage Guidelines in Shape Software

User Guidelines in Shape Software Manage guidelines helps counsel users through their processes to ensure that they are following proper procedures and protocol. Write...

Billing & Transactions in Shape Software

Billing & Transactions Features Billing and Transactions in Shape allows you to manage usage credits, payment methods and gather invoices! Instead of locking you...

Integrated eSignature Solutions in Shape Software

How to Use your Integrated eSignature Solutions Have documents you need to send for eSignature? Upload and map your eSignature documents here for your...

Text Templates in Shape Software

Creating a SMS Template in Shape Create SMS templates for quick and efficient text message sending and automated campaigns. SMS templates are seen throughout...

Call Script Templates in Shape Software

Utilizing a Call Script in Shape Create call script templates to keep your sales team consistent while on the phone. Use prompts and tags...

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