Support Portal

  Email templates are a means of customizing what information appears within the body of the email, when automatic notifications are sent out (on creation ...

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...

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...

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

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 ...

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 ...

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...

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 ...

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...

TradePeg supports Chrome, Firefox and Microsoft Edge TradePeg does not support Internet Explorer or Safari.