Configuring PDF Templates
Guide to using HTML PDF templates This guide details the function of PDF templates as well as editing the default PDF templates and the creation of custom PDF templates. PDF templates are used when printing or generating PDFs for various entities within Halo. This allows those entities to be exported in a document-friendly format for […]
Self-Service Portal Customisation
In this guide we will cover: – Portal Customisation – Setting Portal Access – Home Screen – Tickets on the Portal Portal Customisation The Self-Service Portal can be customised in Configuration > Self-Service Portal. This guide will step you through each of the settings on this screen. Web Portal URL Your portal URL will be […]
Changing your Halo URL
This article outlines the procedure to follow when you are looking to change your Halo Agent Application, or Self-Service Portal, URL. When you first get a trial of Halo, your URL will be a subdomain of one of our core product domains (https://MyCompany.HaloPSA.com, for example). However, this can be changed to use your own domain […]
