Expected Completion Time: 10-15 Minutes


Learning Outcomes

At the end of this module, you should be able to do the following:

  • Identify common custom configurations for your InfoReady site. 
  • Know who to contact if you’re interested in additional features that aren’t part of your current license.


Related articles and training videos are included below. Please review materials that fit your learning style and then complete the Put into Practice exercise at the end of this module.


Customizing Your InfoReady Site

Even “out of the box”, InfoReady is a powerful platform for a variety of use cases. However, there are additional terminology and changes and site settings that you may want to consider. Please note any changes must be approved by your main administrators (either Super or Global Admins, depending on your license). 


Read

Additional Features

Sometimes, an additional feature may be just what your team needs to take your InfoReady use to the next level or expand to other offices. Below is a list of the most common additional features. If you have questions about whether these are already a part of your license or how to add them, contact your Account Manager or support@inforeadycorp.com.


Read

Watch

Module 10: Put into Practice Exercise 

- Activity 1: If you are a Super or Global Admin, pick one of the choices from the Optional Configurations Guide and email support@inforeadycorp.com to make that change for your site. Make sure to communicate any changes with all administrators.
- Activity 2: Email your InfoReady Account Manager to ask for more information on a feature you don't currently have access to or don't use regularly.


Congratulations! You've completed Module 10.

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