General Configuration

Email Template Configuration
  Email templates are a means of customizing what information appears within the body of the email, when automatic notifications are sent out (on creation ...
Thu, 5 May, 2022 at 5:44 PM
Queues
We can save searches into a queue for quick access. We can then set a specific queue (saved search) as the default, so that when going to the SO/PO List t...
Thu, 25 Nov, 2021 at 4:00 PM
Tags
At the top of the SO page, you can see the blue Tag icon. Click it to add a tag to the document. When you add a Tag to a document it will show at the t...
Thu, 25 Nov, 2021 at 3:58 PM
Time Format
Duration must specify the unit, like  2d for 2 days. The supported units are: y years M month w weeks d days h hours m minutes s seconds
Tue, 30 Nov, 2021 at 9:45 AM
How to change Invoice or Credit Note sequence numbers
Go to Settings Click on Documents In the "Document Sequences" area, click on the document you wish to make changes for, you'll be prompted...
Tue, 30 Nov, 2021 at 10:02 AM
Scan-to-Cloud
To set up document scanning into TradePeg the first step is to download and install Scan to Cloud. The next step is to set up API access for Scan to Cloud ...
Tue, 30 Nov, 2021 at 10:15 AM
Software and Hardware requirements for TradePeg
SSD hard disc At least 8GB of RAM i5 CPU (or server equivalent) Microsoft Windows Server 2012 or better (any edition) Microsoft SQL Server 2012 or bett...
Tue, 30 Nov, 2021 at 10:25 AM
Sending automated SMS messages or phone calls
Sending automated SMS messages or phone calls with Twilio integration You must have a Twilio account set up to integrate with TradePeg for SMS messages or ...
Tue, 30 Nov, 2021 at 10:26 AM
Creating a subscription with @Mentions
You can add a colleague in any note with the @ before their name  They are then subscribed to the item they were mentioned on Subscribed items will ap...
Tue, 30 Nov, 2021 at 10:34 AM
Which browsers support TradePeg?
TradePeg supports Chrome, Firefox and Microsoft Edge TradePeg does not support Internet Explorer or Safari.
Tue, 30 Nov, 2021 at 10:38 AM