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Prerequisites


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Prerequisites

(warning) You will need to install the Perspectium Record Estimator application.


Procedure

To set up the initial configurations of the Record Estimator app into your instance, follow these steps:



UI Steps


UI Step

(Optional) Enable outbound notifications

In order for the Record Estimator app to send you email notifications for alerts the app creates, email sending by the outgoing mail server must be enabled. 

To enable this feature, go to System Properties > Email Properties and then select Yes for the Email sending enabled property:

(info)(info) NOTE: This property is a global system property that applies to your entire instance. This feature is only required if you want to use the alerts feature of the application to send notifications.


UI Step

Navigate to the application

In the Filter Navigator of the Application Navigator, type in Perspectium to find the Perspectium Record Estimator application. 

Go to Perspectium Record Estimator > Getting Started to learn more about the app and get started. 

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Contact Perspectium Support

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US: 1 888 620 8880

UK: 44 208 068 5953

support@perspectium.com