# WorkSmart Platform ## WorkSmart Platform - [Low code, Unified Platform](https://help.workdigital.io/master.md): Drive more value & successfully transform your entire organization. - [Custom Database Apps](https://help.workdigital.io/custom-database-apps.md): Build Your Own Custom App. Fields, Forms, Workflow Rules, Views, Reports and more. - [Create new App](https://help.workdigital.io/custom-database-apps/create-a-custom-database-app.md): Design, build and deploy custom applications tailored to your specific needs - [Columns](https://help.workdigital.io/custom-database-apps/columns.md) - [Column Types](https://help.workdigital.io/custom-database-apps/columns/column-types.md) - [Text](https://help.workdigital.io/custom-database-apps/columns/column-types/text.md): A general purpose field which may be used to store a single line of text. - [Multi-Line](https://help.workdigital.io/custom-database-apps/columns/column-types/multi-line.md): A general purpose field which may be used to store multiple lines of text. - [Number](https://help.workdigital.io/custom-database-apps/columns/column-types/number.md): Allows the storage of whole or decimal numbers. Fields of this type may also be automatically totalled if required. - [Auto Number](https://help.workdigital.io/custom-database-apps/columns/column-types/auto-number.md): This field will cause a unique auto-generated ID number to be assigned to each record upon creation. - [Currency](https://help.workdigital.io/custom-database-apps/columns/column-types/currency.md): Allows the storage of currency values, combined with a currency code/symbol. Fields of this type may also be automatically totalled if required. - [Date/Time](https://help.workdigital.io/custom-database-apps/columns/column-types/date-time.md): Allows the storage of dates or dates/times which are specified by the user. - [TimeInput](https://help.workdigital.io/custom-database-apps/columns/column-types/duration.md): Allows the storage of 24-hour based time values. - [Duration](https://help.workdigital.io/custom-database-apps/columns/column-types/duration-1.md): Allows the storage of time duration value. - [Yes/No](https://help.workdigital.io/custom-database-apps/columns/column-types/yes-no.md): This field is presented as a simple slider which may be either enabled or disabled. - [Choice – Drop Down, Radio Button, and Check Box](https://help.workdigital.io/custom-database-apps/columns/column-types/untitled.md): Allow users to select between a number of predetermined options. - [Email Address](https://help.workdigital.io/custom-database-apps/columns/column-types/email-address.md): This field stores a single email address. - [Phone/Fax No.](https://help.workdigital.io/custom-database-apps/columns/column-types/phone-fax-no..md): This field may be used for storing telephone/mobile/fax numbers. - [URL](https://help.workdigital.io/custom-database-apps/columns/column-types/url.md) - [Relationship](https://help.workdigital.io/custom-database-apps/columns/column-types/phone-fax-no.-1.md): Using Relationship you can establish parent-child relationships between apps - [E-Signature](https://help.workdigital.io/custom-database-apps/columns/column-types/phone-fax-no.-2.md): Digitally capture e-Signatures to create legally binding documents like contracts, SLAs, etc. - [Formula](https://help.workdigital.io/custom-database-apps/columns/column-types/formula.md) - [Adding a New Column](https://help.workdigital.io/custom-database-apps/columns/adding-a-new-column.md) - [Modifying Existing Column](https://help.workdigital.io/custom-database-apps/columns/modifying-existing-column.md) - [Removing a Column](https://help.workdigital.io/custom-database-apps/columns/removing-a-column.md) - [Views](https://help.workdigital.io/custom-database-apps/views.md): Each App can have multiple views as per your requirements. - [Adding a View](https://help.workdigital.io/custom-database-apps/views/adding-a-view.md) - [Adding a Chart View](https://help.workdigital.io/custom-database-apps/views/adding-a-chart-view.md) - [Adding a New Summary View](https://help.workdigital.io/custom-database-apps/views/adding-a-new-summary-view.md) - [Editing a View](https://help.workdigital.io/custom-database-apps/views/editing-a-view.md) - [Deleting a View](https://help.workdigital.io/custom-database-apps/views/deleting-a-view.md) - [View Settings](https://help.workdigital.io/custom-database-apps/views/view-settings.md) - [Setting default view](https://help.workdigital.io/custom-database-apps/views/view-settings/setting-default-view.md) - [Re-ordering view sequence](https://help.workdigital.io/custom-database-apps/views/view-settings/re-ordering-view-sequence.md) - [Making view active/inactive](https://help.workdigital.io/custom-database-apps/views/view-settings/making-view-active-inactive.md) - [Forms](https://help.workdigital.io/custom-database-apps/forms.md): Forms are used to Add/Edit/View the records in Database Apps. - [Adding a New Form](https://help.workdigital.io/custom-database-apps/forms/untitled.md) - [Editing a Form](https://help.workdigital.io/custom-database-apps/forms/editing-a-form.md) - [Deleting a Form](https://help.workdigital.io/custom-database-apps/forms/deleting-a-form.md) - [Plug-ins](https://help.workdigital.io/custom-database-apps/plug-ins.md): Plug-ins provide additional features to the app. Following are the plug-ins available with all Apps - [Relationships](https://help.workdigital.io/custom-database-apps/relationships.md): App can have relationship with other App via this feature. - [Lookup](https://help.workdigital.io/custom-database-apps/relationships/lookup.md) - [Adding a New Lookup Field](https://help.workdigital.io/custom-database-apps/relationships/lookup/adding-a-new-lookup-field.md) - [Editing a Lookup Field](https://help.workdigital.io/custom-database-apps/relationships/lookup/editing-a-lookup-field.md) - [Deleting a Lookup Field](https://help.workdigital.io/custom-database-apps/relationships/lookup/deleting-a-lookup-field.md) - [Summary](https://help.workdigital.io/custom-database-apps/relationships/summary.md): This feature allows you to get summary (Total Or Average) of Lookup field from another app. The App has to be connected to another App via Lookup field. - [Adding a New Summary Field](https://help.workdigital.io/custom-database-apps/relationships/summary/adding-a-new-summary-field.md) - [Editing a Summary Field](https://help.workdigital.io/custom-database-apps/relationships/summary/editing-a-summary-field.md) - [Deleting a Summary Field](https://help.workdigital.io/custom-database-apps/relationships/summary/deleting-a-summary-field.md) - [User Permissions](https://help.workdigital.io/custom-database-apps/user-permissions.md) - [Levels of Access Controls](https://help.workdigital.io/custom-database-apps/user-permissions/levels-of-access-controls.md) - [Sharing an App](https://help.workdigital.io/custom-database-apps/user-permissions/sharing-an-app.md) - [Sharing a Record](https://help.workdigital.io/custom-database-apps/user-permissions/sharing-an-app-1.md) - [Notification Settings](https://help.workdigital.io/custom-database-apps/notification-settings.md): This section deals with email templates related to activities in the Database App. E.g. Adding, updating, deleting, assignment, approval, etc. - [Adding a new Email Template](https://help.workdigital.io/custom-database-apps/notification-settings/adding-a-new-email-template.md) - [Editing a Email Template](https://help.workdigital.io/custom-database-apps/notification-settings/editing-a-email-template.md) - [Deleting a Email Template](https://help.workdigital.io/custom-database-apps/notification-settings/deleting-a-email-template.md) - [Turning a Email Notification as On/Off](https://help.workdigital.io/custom-database-apps/notification-settings/turning-a-email-notification-as-on-off.md) - [Automation Rules](https://help.workdigital.io/custom-database-apps/automation-rules.md): Automation Rules provides you the ability to automate your repetitive tasks. - [Adding a new Rule](https://help.workdigital.io/custom-database-apps/automation-rules/adding-a-new-rule.md) - [Edit a Rule](https://help.workdigital.io/custom-database-apps/automation-rules/edit-a-rule.md) - [Deleting a Rule](https://help.workdigital.io/custom-database-apps/automation-rules/deleting-a-rule.md) - [Custom Action Rules](https://help.workdigital.io/custom-database-apps/automation-rules/custom-workflows.md) - [Overview](https://help.workdigital.io/custom-database-apps/automation-rules/custom-workflows/periodic-rules.md) - [Rule Conditions](https://help.workdigital.io/custom-database-apps/automation-rules/custom-workflows/rule-conditions.md) - [Rule Actions](https://help.workdigital.io/custom-database-apps/automation-rules/custom-workflows/untitled.md) - [User Based Rules](https://help.workdigital.io/custom-database-apps/automation-rules/user-based-rules.md) - [Rule Conditions](https://help.workdigital.io/custom-database-apps/automation-rules/user-based-rules/rule-conditions.md) - [Rule Actions](https://help.workdigital.io/custom-database-apps/automation-rules/user-based-rules/rule-actions.md) - [Record Based Rules](https://help.workdigital.io/custom-database-apps/automation-rules/record-based-rules.md) - [Rule Conditions](https://help.workdigital.io/custom-database-apps/automation-rules/record-based-rules/rule-conditions.md) - [Rule Actions](https://help.workdigital.io/custom-database-apps/automation-rules/record-based-rules/rule-actions.md) - [Time Based Rules](https://help.workdigital.io/custom-database-apps/automation-rules/time-based-rules.md) - [Rule Actions](https://help.workdigital.io/custom-database-apps/automation-rules/time-based-rules/rule-actions-1.md) - [Rule Conditions](https://help.workdigital.io/custom-database-apps/automation-rules/time-based-rules/rule-conditions-1.md) - [Periodic Rules](https://help.workdigital.io/custom-database-apps/automation-rules/periodic-rules.md) - [Rule Conditions](https://help.workdigital.io/custom-database-apps/automation-rules/periodic-rules/rule-conditions.md) - [Rule Actions](https://help.workdigital.io/custom-database-apps/automation-rules/periodic-rules/untitled.md) - [Rule Actions](https://help.workdigital.io/custom-database-apps/automation-rules/rule-actions.md): When it comes to Record Based Rules, you have wide range of actions available which will be executed automatically (provided the condition of your rule is satisfied). - [Hide Form Tabs](https://help.workdigital.io/custom-database-apps/automation-rules/rule-actions/hide-form-tabs.md) - [Update Record](https://help.workdigital.io/custom-database-apps/automation-rules/rule-actions/update-record.md) - [Add Record](https://help.workdigital.io/custom-database-apps/automation-rules/rule-actions/add-record.md) - [Column Control](https://help.workdigital.io/custom-database-apps/automation-rules/rule-actions/column-control.md) - [Apply Approval](https://help.workdigital.io/custom-database-apps/automation-rules/rule-actions/apply-approval.md) - [Add Subform Record](https://help.workdigital.io/custom-database-apps/automation-rules/rule-actions/add-subform-record.md) - [Email Alert](https://help.workdigital.io/custom-database-apps/automation-rules/rule-actions/email-alert.md) - [Delete Connected Records](https://help.workdigital.io/custom-database-apps/automation-rules/rule-actions/delete-connected-records.md) - [Navigate To](https://help.workdigital.io/custom-database-apps/automation-rules/rule-actions/delete-connected-records-1.md) - [Conditional Formatting](https://help.workdigital.io/custom-database-apps/automation-rules/conditional-formatting.md) - [Operator Precedence](https://help.workdigital.io/custom-database-apps/automation-rules/operator-precedence.md) - [Workflow Process](https://help.workdigital.io/custom-database-apps/workflow-process.md) - [Modifying Database App Details](https://help.workdigital.io/custom-database-apps/modifying-database-app-details.md) - [Save As Template](https://help.workdigital.io/custom-database-apps/save-as-template.md) - [Transferring Ownership of Database App](https://help.workdigital.io/custom-database-apps/transferring-ownership-of-database-app.md) - [Exporting Data](https://help.workdigital.io/custom-database-apps/exporting-data.md): Two types of Export options are available: Excel & PDF - [Excel](https://help.workdigital.io/custom-database-apps/exporting-data/excel.md) - [PDF](https://help.workdigital.io/custom-database-apps/exporting-data/pdf.md) - [Delete a Database App](https://help.workdigital.io/custom-database-apps/delete-a-database-app.md) - [Formula Functions](https://help.workdigital.io/custom-database-apps/formula-functions.md) - [Formula Funtions](https://help.workdigital.io/custom-database-apps/formula-functions/formula-funtions.md) - [Text Functions](https://help.workdigital.io/custom-database-apps/formula-functions/text-functions.md) - [Number Functions](https://help.workdigital.io/custom-database-apps/formula-functions/number-functions.md) - [Date Functions](https://help.workdigital.io/custom-database-apps/formula-functions/date-functions.md) - [Formatting Functions](https://help.workdigital.io/custom-database-apps/formula-functions/formatting-functions.md) - [Aggregate Functions](https://help.workdigital.io/custom-database-apps/formula-functions/aggregate-functions.md) - [Database Functions](https://help.workdigital.io/custom-database-apps/formula-functions/database-functions.md) - [Files Manager](https://help.workdigital.io/ready-to-use-apps/files-manager.md): Easily create, manage, share, review and authorize all your files. - [Working with Folders](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-folders.md) - [Adding a Folder](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-folders/adding-a-folder.md) - [Adding a Sub-Folder](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-folders/adding-a-sub-folder.md) - [Downloading a Folder](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-folders/downloading-a-folder.md) - [Renaming a Folder](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-folders/renaming-a-folder.md) - [Moving a Folder](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-folders/moving-a-folder.md) - [Sharing a Folder](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-folders/sharing-a-folder.md) - [Managing Folder Properties](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-folders/managing-folder-properties.md) - [Setting-up Approval Process on a Folder](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-folders/setting-up-approval-process-on-a-folder.md) - [Approval Settings](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-folders/setting-up-approval-process-on-a-folder/untitled.md) - [Defining a Approval Process](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-folders/setting-up-approval-process-on-a-folder/defining-a-approval-process.md) - [Modifying Approval Process](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-folders/setting-up-approval-process-on-a-folder/modifying-approval-process.md) - [Deleting Approval Process](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-folders/setting-up-approval-process-on-a-folder/deleting-approval-process.md) - [Deleting a Folder](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-folders/deleting-a-folder.md) - [Sequencing Sub-Folders](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-folders/sequencing-sub-folders.md) - [Working with Files](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-files.md) - [Adding Files](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-files/adding-files.md) - [Adding a New File](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-files/add-new-file.md) - [Viewing File Details](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-files/edit-a-file.md) - [Downloading a File](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-files/downloading-a-file.md) - [Viewing Files Revisions](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-files/viewing-files-revisions.md) - [Adding a New Version to a File](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-files/adding-a-new-version-to-a-file.md) - [Locking a File](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-files/untitled.md) - [Unlocking a File](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-files/unlocking-a-file.md) - [Sharing a Record](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-files/sharing-a-record.md) - [Adding a Comment to a File](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-files/adding-a-comment-to-a-file.md) - [Copying/Moving a File](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-files/copying-moving-a-file.md) - [Setting-up Approval Process on a File](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-files/setting-up-approval-process-on-a-file.md) - [Approval Settings](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-files/setting-up-approval-process-on-a-file/approval-settings.md) - [Defining a Approval Process](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-files/setting-up-approval-process-on-a-file/defining-a-approval-process.md) - [Modifying Approval Process](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-files/setting-up-approval-process-on-a-file/modifying-approval-process.md) - [Deleting Approval Process](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-files/setting-up-approval-process-on-a-file/deleting-approval-process.md) - [Approving a File](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-files/approving-a-file.md) - [Deleting a File](https://help.workdigital.io/ready-to-use-apps/files-manager/working-with-files/deleting-a-file.md) - [Kanban WorkFlows](https://help.workdigital.io/ready-to-use-apps/kanban-workflows.md): Visually Organize and Optimize Your Projects and Processes. - [Installing Tasks Manager](https://help.workdigital.io/ready-to-use-apps/kanban-workflows/installing-tasks-manager.md) - [Adding a Task](https://help.workdigital.io/ready-to-use-apps/kanban-workflows/adding-a-task.md) - [Viewing a Task](https://help.workdigital.io/ready-to-use-apps/kanban-workflows/viewing-a-task.md) - [Editing a Task](https://help.workdigital.io/ready-to-use-apps/kanban-workflows/editing-a-task.md) - [Sharing a Tasks Manager](https://help.workdigital.io/ready-to-use-apps/kanban-workflows/sharing-a-tasks-manager.md) - [Sharing a Task](https://help.workdigital.io/ready-to-use-apps/kanban-workflows/sharing-a-task-1.md) - [Completing a Task](https://help.workdigital.io/ready-to-use-apps/kanban-workflows/completing-a-task.md) - [Undoing the completion of a Task](https://help.workdigital.io/ready-to-use-apps/kanban-workflows/undoing-the-completion-of-a-task.md) - [Deleting a Task](https://help.workdigital.io/ready-to-use-apps/kanban-workflows/deleting-a-task.md) - [Spreadsheet To Smart Apps](https://help.workdigital.io/ready-to-use-apps/spreadsheet-to-smart-apps.md): Easily convert your Excel file in to an online Database App. - [Update User Profile](https://help.workdigital.io/faq/update-profile.md) - [Lost Access](https://help.workdigital.io/faq/update-profile-1.md) - [Two Factor Authentication](https://help.workdigital.io/faq/two-factor-authentication.md) - [Authenticator App Setup](https://help.workdigital.io/faq/two-factor-authentication/authenticator-app-setup.md) - [Security Key Setup](https://help.workdigital.io/faq/two-factor-authentication/security-key-setup.md) - [Change Primary Channel](https://help.workdigital.io/faq/two-factor-authentication/change-primary-channel.md) - [Reports Management](https://help.workdigital.io/additional-features/reports-management.md): Visually analyse your data and make Informed Decisions. - [Smart Dashboards](https://help.workdigital.io/additional-features/smart-dashboards.md): Access relevant, real-time data for strategic, effective business decisions. - [Address Book](https://help.workdigital.io/portal-management/address-book.md): Manage your users and contacts. - [Working with Address Book](https://help.workdigital.io/portal-management/address-book/working-with-address-book.md) - [Portal Administration](https://help.workdigital.io/portal-management/portal-administration.md): Manage your Portal including branding, security and monitoring. - [Workspace Branding](https://help.workdigital.io/portal-management/portal-administration/workspace-branding.md) - [Change Logo](https://help.workdigital.io/portal-management/portal-administration/workspace-branding/change-logo.md) - [Remove Logo](https://help.workdigital.io/portal-management/portal-administration/workspace-branding/remove-logo.md) - [Change Workspace Details](https://help.workdigital.io/portal-management/portal-administration/workspace-branding/change-workspace-details.md) - [Data Retention Policy](https://help.workdigital.io/portal-management/portal-administration/data-retention-policy.md) - [Theme Selection](https://help.workdigital.io/portal-management/portal-administration/theme-selection.md) - [Notifications Settings](https://help.workdigital.io/portal-management/portal-administration/notifications-settings.md) - [Security](https://help.workdigital.io/portal-management/portal-administration/security.md) - [Password Settings](https://help.workdigital.io/portal-management/portal-administration/security/password-settings.md) - [Security Policy](https://help.workdigital.io/portal-management/portal-administration/security/security-policy.md) - [Two Factor Authentication](https://help.workdigital.io/portal-management/portal-administration/security/two-factor-authentication.md) - [Setup as Optional](https://help.workdigital.io/portal-management/portal-administration/security/two-factor-authentication/setup-as-optional.md) - [Setup as Mandatory](https://help.workdigital.io/portal-management/portal-administration/security/two-factor-authentication/setup-as-mandatory.md) - [Time/Date Settings](https://help.workdigital.io/portal-management/portal-administration/time-date-settings.md) - [Monitoring](https://help.workdigital.io/portal-management/portal-administration/monitoring.md): You can monitor the usage of your portal based on different parameters. - [Activity Log](https://help.workdigital.io/portal-management/portal-administration/monitoring/activity-log.md) - [Site Log](https://help.workdigital.io/portal-management/portal-administration/monitoring/site-log.md) - [Special Privileges](https://help.workdigital.io/portal-management/portal-administration/special-privileges.md) - [Templates](https://help.workdigital.io/portal-management/portal-administration/templates.md) - [Global Catalogue](https://help.workdigital.io/portal-management/portal-administration/templates/global-catalogue.md) - [Local Catalogue](https://help.workdigital.io/portal-management/portal-administration/templates/local-catalogue.md) - [Sites Management](https://help.workdigital.io/portal-management/untitled.md): Set up sites for your projects, business units and departments. - [Working with Sites](https://help.workdigital.io/portal-management/untitled/working-with-sites.md) - [Site Members](https://help.workdigital.io/portal-management/untitled/site-members.md) - [Adding Individual Members](https://help.workdigital.io/portal-management/untitled/site-members/adding-individual-members.md) - [Removing Members](https://help.workdigital.io/portal-management/untitled/site-members/removing-members.md) - [Managing Workgroups](https://help.workdigital.io/portal-management/untitled/site-members/managing-workgroups.md) - [Adding Work Group](https://help.workdigital.io/portal-management/untitled/site-members/managing-workgroups/adding-work-group.md) - [Editing a Work Group](https://help.workdigital.io/portal-management/untitled/site-members/managing-workgroups/editing-a-work-group.md) - [Deleting Work Group](https://help.workdigital.io/portal-management/untitled/site-members/managing-workgroups/deleting-work-group.md) - [Adding members to a Work Group](https://help.workdigital.io/portal-management/untitled/site-members/managing-workgroups/adding-members-to-a-work-group.md) - [Contact Groups](https://help.workdigital.io/portal-management/untitled/site-members/contact-groups.md) - [Adding a Contact Group](https://help.workdigital.io/portal-management/untitled/site-members/contact-groups/adding-a-contact-group.md) - [Removing a Contact Group](https://help.workdigital.io/portal-management/untitled/site-members/contact-groups/removing-a-contact-group.md) - [Site-Specific Special Privileges](https://help.workdigital.io/portal-management/untitled/site-members/site-specific-special-privileges.md) - [Visibility Settings](https://help.workdigital.io/portal-management/untitled/site-members/visibility-settings.md) - [Managing Sites](https://help.workdigital.io/portal-management/untitled/managing-sites.md) - [Creating a New Site](https://help.workdigital.io/portal-management/untitled/managing-sites/creating-a-new-site.md) - [Editing a Site](https://help.workdigital.io/portal-management/untitled/managing-sites/editing-a-site.md) - [Making a Site Active](https://help.workdigital.io/portal-management/untitled/managing-sites/making-a-site-active.md) - [Archiving a Site](https://help.workdigital.io/portal-management/untitled/managing-sites/archiving-a-site.md) - [Deleting a Site](https://help.workdigital.io/portal-management/untitled/managing-sites/deleting-a-site.md) - [Customising Site Dashboard](https://help.workdigital.io/portal-management/untitled/managing-sites/customising-site-dashboard.md) - [Exporting Site as Template](https://help.workdigital.io/portal-management/untitled/managing-sites/exporting-site-as-template.md) - [Site Quota Settings](https://help.workdigital.io/portal-management/untitled/managing-sites/site-quota-settings.md) - [Notification Settings](https://help.workdigital.io/portal-management/untitled/managing-sites/notification-settings.md) - [Site Categories](https://help.workdigital.io/portal-management/untitled/site-categories.md) - [Adding a New Site Category](https://help.workdigital.io/portal-management/untitled/site-categories/adding-a-new-site-category.md) - [To Edit a Site Category](https://help.workdigital.io/portal-management/untitled/site-categories/to-edit-a-site-category.md) - [Deleting a Site Category](https://help.workdigital.io/portal-management/untitled/site-categories/deleting-a-site-category.md) - [Re-ordering Site Categories](https://help.workdigital.io/portal-management/untitled/site-categories/re-ordering-site-categories.md) - [Site Statuses](https://help.workdigital.io/portal-management/untitled/site-statuses.md) - [Adding a New Site Status](https://help.workdigital.io/portal-management/untitled/site-statuses/adding-a-new-site-status.md) - [Editing a Site Status](https://help.workdigital.io/portal-management/untitled/site-statuses/editing-a-site-status.md) - [Deleting a Site Status](https://help.workdigital.io/portal-management/untitled/site-statuses/deleting-a-site-status.md) - [Re-ordering Site Statuses](https://help.workdigital.io/portal-management/untitled/site-statuses/re-ordering-site-statuses.md) - [Billing and Payment](https://help.workdigital.io/portal-management/billing-and-payment.md): Your account's billing and payment information. - [Setup Payment - Direct Debit](https://help.workdigital.io/portal-management/billing-and-payment/setup-payment-direct-debit.md) - [Setup Payment - Card (Debit/Credit)](https://help.workdigital.io/portal-management/billing-and-payment/setup-payment-card.md) - [Invoices](https://help.workdigital.io/portal-management/billing-and-payment/setup-payment-card-1.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on a page URL with the `ask` query parameter: ``` GET https://help.workdigital.io/master.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.