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How to Configure Penelope
A collection of articles dedicated to teaching you how to configure your Penelope site
190 articles
Getting Started with ClientConnect
ClientConnect Configuration GuideLearn how to configure various ClientConnect features.
Creating and Managing ClientConnect AccountsHow to create and manage new and existing ClientConnect accounts!
ClientConnect Communication Settings
Sending Completed Documents through ClientConnect
Configuring About Me in ClientConnect
Managing Event Requests in ClientConnectEnable event requests, change the default event duration, and restrict event requests!
Setting Your Client Facing Availability
ClientConnect User Account Status
Add a Surrogate to an Individual's ClientConnect Account
Using User Defined Fields in ClientConnect
Enable/Disable Client Ability to Add/Edit Address and Contact Information in ClientConnect
Getting Started with Agency ConfigurationA rundown on Agency settings for your Penelope Database
Agency Settings Configuration
Agency Profile Configuration
Case Service Class Setup
Reference Configuration
Contact Type Configuration
Login Message Configuration
Anonymous Service Setup
Agency Service Type Setup
Getting Started with MS Graph Exchange SynchronizationAll about Exchange Sync
MS Exchange Setup
Exchange (0365 and Penelope Configuration) - Default Scope
Exchange (0365 and Penelope Configuration) - Limited ScopeExchange setup with a Limited Scope
How to Set Email as Safe in Office 365Are emails from Penelope always being flagged as spam? Check here!
Microsoft Exchange MSGraph Error Messages
Security Class Template - Finance Staff
Security Class Template - Intake Coordinator
New Security Class SettingsAvailable with Penelope v4.24.3.0 on April 9th, 2022
Security Class Template - Clinician
Security Class Template - Reception Staff
Security Class Template - Clinical Manager
Role-Based Security Class Examples
Security Class Template - Student
End User Security Configuration Guide
Frequently Asked Questions: Security Settings
Report Security Classes
List of Security ClassesSecurity Class Definitions, Comprehensive list of Security Class Settings
Security ClassesAn overview of the Security Class section of Penelope
User Groups
General Security Settings
Getting Started with Security and Permissions
Troubleshooting: Conditions on Sections and Groups not functioning in ClientConnect
Troubleshooting: Questions with "Number Question" selected not numbered
Scores
Troubleshooting: A Document Stage is not appearing
Document QuestionsAll about various document building components and question types.
Document Sections
Document Groups
Document Composite Questions
Question List Group Page
Document Pages
Document Conditions
Document Signatures
Document Stages
Action Triggers for Documents
Letter Layouts
Previewing a Document
Sub Documents
Document Profile Export
Document Building Configuration Guide
Document Setup Page
Adding a Page Break to a Document
Centralized Emails Sending FAQ
(New!) Centralized Email Sending
General External Communication Settings
Configuring SMS Settings
Client Message Settings (System Administrator)
Worker Message Settings (System Administration)
SMS and Email Messaging Limits
Email Outgoing Mail Server (SMTP) Setup
External Communication Tips FAQ
Getting Started with External Communications
Adding an NDIS Funder
NDIS Support Category
NDIS Registration Groups
NDIS Module Configuration GuideHow to configure the NDIS module and related settings.
Invoice Funders by Individual
NDIS Service UnitHow to set up NDIS Service Units
NDIS Temporary Increase in Price LimitsTemporary price increase for certain NDIS services effective 25th March 2020