Find answers across EGKits
Search user guides, API references, module walkthroughs, and support articles with intelligent filtering and relevance ranking.
Search Results for "AI"
Found 30 results
AI Assistant
AI chat, prompt templates, model configuration, functions, and usage analytics.
AI Assistant AI chat, prompt templates, functions, model configuration, and usage analytics. For statuses and Actions (agent plans Approve/Reject/Execute; Funct…AI Assistant Document Flow
Agent plan Approve / Reject / Execute lifecycle and conversation statuses.
AI Assistant Document Flow Agent plans are the guarded mutation path (AgentPlanLifecycle). Configuration grids use Activate / Deactivate / Set as default / Test…Mail Document Flow
Email contact and subscription statuses plus outbox pipeline notes.
Mail Document Flow Mail uses contact and subscription status enums for directory reachability. Message outbox state lives on framework email entities — not an E…Mailbox connectivity, templates, diagnostics, and business-context communication.
Mail Mailbox connectivity, templates, contact directory, and business communication. Contact and subscription statuses are documented in Mail Document Flow . Ca…Audit Trail
Audit dashboard, by-user and by-entity investigation, correlation tracking, and export.
Audit Trail Audit dashboard, investigation, and export. Overview This guide covers audit trail workflows in EGKits SaaS V10. Follow the sections below for setup…E-Receipts
Digital receipt creation, validation, ETA submission, sync, and return receipts.
VMS Document Flow
Trip and maintenance work-order statuses with Start, Complete, Close, and Cancel.
VMS Document Flow Vehicle Management System trips and maintenance work orders use status-gated Actions menus. Hub: Target Document Flow. Overview: Vehicle Manag…Vehicle Management
Fleet operations with trip lifecycle, live GPS, fuel insights, maintenance, smart dispatch, driver scorecards, and action center.
…icles, drivers, trips, live GPS tracking, fuel management, maintenance, smart dispatch, compliance alerts, and automated GL posting for operating costs. Overvie…POS Document Flow
Session Open/Close and transaction Void/Refund lifecycles.
…rn. Hub: Target Document Flow. Overview: Point of Sale. <details class="egk-flow-section" open <summary Sessions</summary Statuses Open, Closed UI control Behav…Newsletter Document Flow
Campaign and send-queue statuses from Draft through Sent or Cancelled.
Newsletter Document Flow Campaigns use CampaignStatus. The campaigns list has a MudMenu for Edit/Delete (gated by status). Send queue entities exist in the back…Newsletter
Newsletter templates, branded campaigns, audience communication, and engagement operations.
Newsletter Templates, campaigns, and audience engagement. For campaign and send-queue statuses (Draft → Scheduled → Sending → Sent / Cancelled), see Newsletter…Fixed Assets
Enterprise asset lifecycle with depreciation, GL integration, maintenance, transfers, and export-ready reporting.
…s in EGKits SaaS V10. Follow the sections below for setup, daily operations, and troubleshooting. Asset register Configure Asset register according to your oper…Sync & Integration Errors
Diagnose API, webhook, and data sync failures.
…e helps administrators and integration developers diagnose failures when EGKits exchanges data with external systems via REST API, webhooks, scheduled imports,…Real Estate
Property management, leases, tenants, and maintenance.
Real Estate Properties, leases, tenants, and maintenance. Overview This guide covers real estate workflows in EGKits SaaS V10. Follow the sections below for set…HealthCare Document Flow
Appointment, encounter, order, prescription, and claim statuses.
…nges go through MudSelect on EntityTable edit forms (and domain methods where coded). There is no MudMenu / ExtraActions Approve/Reject pattern. Decline Rejecti…Point of Sale
Counter sales, fast checkout, shifts, outlets, and receipt-connected selling.
Point of Sale
Counter sales, shifts, outlets, and receipt-connected selling.
…s in EGKits SaaS V10. Follow the sections below for setup, daily operations, and troubleshooting. Outlet configuration Configure Outlet configuration according…Security Best Practices
Recommended standards for hardening EGKits tenants, designing roles, managing API keys, and maintaining audit-ready security controls.
…APIs Scope keys narrowly; rotate regularly Auditability Retain audit trail; review privileged actions Identity and authentication Multi-factor authentication (…Accounts Payable Document Flow
AP invoice lifecycle — Draft, PendingApproval, Approved, Paid, Rejected, Cancelled — with action enablement and sync behavior.
…for approval Approved Approved; open for payment PartiallyPaid Payments applied; balance remains Paid Fully paid Rejected Approval rejected Cancelled Cancelled…Fixed Assets Document Flow
Fixed asset lifecycle — Draft, InService, Idle, UnderMaintenance, Disposed, WrittenOff — with Place in Service, Depreciate, Transfer, Dispose, Write Off.
…rview: Fixed Assets. Statuses Draft, InService, Idle, UnderMaintenance, Disposed, WrittenOff <p class="egk-flow-diagram-title" Asset lifecycle — place in servic…Login & Access Issues
Diagnostic guide for resolving authentication failures, MFA problems, session timeouts, and permission-denied errors in EGKits SaaS V10.
…sign in, lose access after password changes, encounter MFA failures, or receive permission errors after role updates. Work through symptoms in order — most logi…Data Entry Standards
Conventions for consistent master data naming, coding, validation, and import quality across EGKits SaaS V10 modules.
Data Entry Standards Inconsistent master data causes failed imports, broken integrations, duplicate customers, and unreliable financial reports. This guide defi…API Reference
REST endpoints, authentication, pagination, and errors.
…s in EGKits SaaS V10. Follow the sections below for setup, daily operations, and troubleshooting. Authentication Configure Authentication according to your oper…Migration Guide
Version upgrades, breaking changes, and rollback.
…s in EGKits SaaS V10. Follow the sections below for setup, daily operations, and troubleshooting. Upgrade paths Configure Upgrade paths according to your operat…Common Questions
Quick answers to the most frequently asked questions about EGKits SaaS billing, security, modules, and day-to-day operations.
…mmon Questions This FAQ addresses the questions most often raised by administrators, finance teams, and implementation partners during EGKits SaaS V10 deploymen…Core Concepts
Understand tenants, modules, roles, and platform architecture.
…onfigurable approval workflows and leave a complete audit trail. Integrations External systems connect through the REST API, webhooks, and standardized import/e…Installation & Deployment
Deploy EGKits SaaS and configure supported database providers.
…ck to your VPC with isolated tenant databases and custom domains. Post-install checklist 1. Configure SMTP or mail provider for notifications 2. Set tax and fis…Quickstart
Get productive with EGKits in under 15 minutes.
…ial setup in minutes. Before you begin - A valid business email address - Your company legal name and preferred currency - A list of modules you plan to enable…Accounts Payable
Vendor bills, approval workflow, payments, aging, and AP document lifecycle.
…. Status names (Draft, PendingApproval, Approved, PartiallyPaid, Paid, Rejected, Cancelled) match the application. Deep dive: AP Document Flow . Hub: Target Doc…Accounts Receivable
Customer invoices, collections, and receivables.
…s in EGKits SaaS V10. Follow the sections below for setup, daily operations, and troubleshooting. Customer billing Configure Customer billing according to your…