Installation Instructions

Administration: Setup - Installation Guide: Setting up Co-Pilot Version 1.21
 The Co-Pilot subscription fee is considered an Enterprise License ----------------------------------------------------------------------------   ...
Tue, 12 Jun, 2018 at 3:17 PM
Adding Co Pilot to Other Objects
Adding Co Pilot to Other Obje
Wed, 12 Jul, 2017 at 10:01 AM
Administration: System Overview/Background: Content Delivery Options
Co-Pilot has 7 different "Content Delivery" types that you can choose from when creating content. In your first go around, I suggest you tryout ea...
Tue, 12 Jun, 2018 at 3:21 PM
Users - Getting Started: How do I Create A Co Pilot Record - Part 1
Once you're ready to begin creating Co Pilot records, go "Co-Pilot tab, then click on "New Co Pilot" Next Select Co-pilot ...
Tue, 12 Jun, 2018 at 3:23 PM
Users - Getting Started: How do use our Workflow Engine to Write Delivery Rules - Part 2
Anybody who is familiar with Salesforce's standard workflow engine will be comfortable with writing the rules that determine when your content is deliv...
Tue, 12 Jun, 2018 at 3:25 PM