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Forsta ZDoc - B2 Tester Support

All the topics, resources needed for Forsta ZDoc - B2 Tester.

  • Entity Management Overview

    Entity Management consists of the following elements: FieldDescriptionEntity FieldsProminently displays the FID, LID, entity name, and listing status for t...
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  • Adding and Editing an Entity

    Adding an EntityTo add a new entity, follow these steps:Click the New Entity button.Choose whether the new entity is a Location or Person.Populate all entity...
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  • Using Multi-Edit

    What is Multi-Edit?Multi-Edit is a powerful feature that allows you to update a field for multiple entities at the same time.Using Multi-EditFollow the below...
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  • Scheduled Fields

    Scheduled Fields OverviewNote: Scheduled fields are only configured upon request, please reach out to your Account Director for information on enabling this ...
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  • Exporting Entities

    If you prefer to see your entities in an Excel spreadsheet, you can utilize the export option that lives to the left of the search bar. Click the Export Enti...
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  • Parent Child Feature

    About the Parent Child FeatureNote: This feature is only available if your business supports more than one entity type. For example, your business would have...
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  • Subtabs

    Subtabs OverviewThe local manager contains the following subtabs:Entity DetailsPeopleListing HealthReportingPostsEventPrice ListsEntity DetailsUnder the Enti...
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