Xurrent Help Center
Welcome to Xurrent Help. This is your online reference that describes the functionality offered by the Xurrent service. To get started, select a topic that you want to know more about from the navigation pane on the left.
Account Design Fields
The table below lists the fields of the Account Design form and provides utilization guidelines for each field.
Custom Collection
A custom collection is created when a set of records needs to be maintained in Xurrent, but none of the standard record types fit this set of records. A...
Custom Collection Element
Custom collection elements are special records that could not be registered using one of the standard record types available in the Xurrent service. Each...
Custom Collection Element Fields
The table below lists the fields of the Custom Collection Element form and provides utilization guidelines for each field.
Custom Collection Fields
The table below lists the fields of the Custom Collection form and provides utilization guidelines for each field.
PDF Design
A PDF design can be maintained to dictate the contents and styling of the workflow and project summaries that are attached to approval tasks. A PDF design is...
PDF Design Fields
The table below lists the fields of the PDF Design form and provides utilization guidelines for each field.
UI Extension
The forms of many of the standard record types that are available in Xurrent can be extended with custom fields using UI extensions. UI extensions also make it...
UI Extension Fields
The table below lists the fields of the UI Extension form and provides utilization guidelines for each field.