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Capture Step-by-Step guides, SOP and tutorials

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Getting Started

11

Custom fields in the dashboard – building your own CRM in Fusebase
Dashboard Overview: Managing Workspaces, Portals, and Clients
Create Super Docs
Get Started with AI in FuseBase
Search pages
Create a new page
Key Role Differences – Guest, Member, Manager and Client
How to navigate
Structure in FuseBase
How to copy and duplicate blocks and tables
Getting started | Create a table and database

FuseBase Basics

55

Portals

36

How to Set What Clients Can and Cannot Do
Adding AI Agents to FuseBase Portals
Linked Folders and Pages – Adding folders and pages to multiple portals at once
Access Management in the Portal – Quick Guide
Display data from Monday.com in the Fusebase portal
Client Portals – Quick Guide
Displaying data from other services (HubSpot, Asana, etc.) in the portal
E-Signature – Client Contract Management – Quick Guide
Forms – creation and completion of forms on the portal
Variables in the portal – adding the client’s name to the Hero and other portal blocks.
Processes in the Portal – Quick Guide
Linked Blocks or Projections – Quick Guide
Portal Analytics – Guide
Hero screen and Topbar – Quick guide
Custom Widget – Quick Guide
Notification/Updates Panel – Quick Guide
Adding support for fonts from Google Fonts to portal
Folder Permissions: Tips & Tricks for Portal Management
Welcome Message & Search Management via Hero Section
File Manager – Use Cases & Features
Custom Domain Name with FuseBase Portal
How Do I Manage Access to Portal Customizer?
How To Use a Portal Button To Set up a Page for Customer Interaction
File Uploader for Portal
How to manage your portal from the Web Version
How to use embed feature in the portals?
JS integrations in the client portal
Switching from the Customiser
Management of Visibіlity status for portal pages
Internal Space and Portals – how do they differ?
Collaborate With Clients Using FuseBase Portals
How to Invite a Customer to The Portal via Client Role
Add Chat to the Portal and Start Communicating with Clients
Create the Client Portal
Adding a Page to the Portal from the Internal Space
Magic Links

Your organization

19

Create & manage members groups
Work with Your Team
Business/Teams account | Getting started
Business/Teams account | Choose your structure
Organization Console | Manage your Organization
Upgrading a personal organization to business
Business/Teams account | Set access permissions
Organization Console | Manage members in Business/Teams account
Multiple organizations under one account
Forbidding of editing of individual blocks
Business/Teams account | Branding
Roles and Permissions in Business/Team Accounts
Managing access to folders and subfolders
Business organization management for Nimbus Capture
Managing Access to Pages
Manage workspaces in organization
Invite members
Manage Your Projects
Guest accounts

FuseBase AI

12

AI Agents in Editor – Quick Guide
What’s the difference between Agents, Assistants, and GenAI in the editor?
Expanding AI Agent functionality via MCP
Integration of AI agents with other services (Google Calendar, Slack, Stripe, etc.)
Categories and Favorites for AI Agents
WebPage Context – create AI agent using page content
AI Agents – Quick Guide
Fusebase AI Assistant – Browser Extension
AI Assistant – Quick Guide
Transcribe and AI Assistant for Video – Guide
AI-Powered Writing in FuseBase Editor
FuseBase AI – Effective Practices and Uses

Branding/White Label

11

White label for organization
Adding CTA on public pages using Convertflow
Adding VideoAsk widget to public pages
Adding Google Analytics to public pages using custom scripts
Organization logo
Can I change/set my logo for the workspace?
Custom SMTP
Business/Teams account | HTML / JS injections for integrations
Branding for public pages
Custom Subdomains (CNAME)
Getting started with Branding

Account Management & Settings

9

Account & Settings | 2-Step Verification for Sign-in
Account|Google/FB sign-in to personal password
How do I change the account email?
Custom fields in the dashboard – building your own CRM in Fusebase
Subscription actions – Upgrade and Downgrade
How to Export Notes to HTML or PDF?
Forward emails into FuseBase
Switching between the old and new client
Account Management | How to backup and export your data

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Automations and Integrations

12

Trigger Form Submission – automate forms in the portal
What’s the Difference Between Agents and Automation?
Page update in a workspace or portal via automation
Using AI Agents in Automation
Integration with Firefiles – Retrieving a Transcript
Auto-Creation of a Portal for New HubSpot Contacts with Personalized Ticket Display
Action Ask AI Assistant – generation of documents, summaries, etc.
Automation of Page Creation in the Portal
Automating Video Transcription (Summary Generation + Email Delivery)
Creating a recurring task using automation
Action: Email Notification – send custom notifications
FuseBase Automation – Quick Guide

Embedding & Sharing

32

Business/Teams | Embedding public pages
Shared folders and pages
Personal | Protect Embeds via password
Personal | Embedding sharing pages
Embed & Insert Google Drive files
Teachers | Embedding public pages
Embed Google Maps
Embed Google Calendar
Embed Outlook Calendar
Embed Monday
Embed Miro
Apple Music embed
Embed Google Data Studio
Adding Mind Maps from MindMeister
Embed Typeform
Embed Calendly
Embed Airtable
Adding CTA to public pages using the Sumo.com service
Adding support for fonts from Google Fonts to public links
Adding Intercom chat to public pages using custom scripts
Custom JS/HTML for public links and web-client
How to embed document from Google Docs/Google Sheet?
Embeds
Zillow embed
Integration of FuseBase products with mail services
Adding a gallery to FuseBase using the Cincopa service
Adding Microsoft OneDrive Document embeds to FuseBase
Creating presentations with FuseBase embeds in Slides.com
Adding Lottie files in FuseBase
How to add chart from Org chart into a page in FuseBase
Embed Google forms into FuseBase
Integrations with Zapier

Screenshots and Videos

20

Record Guide: Why and How to Use It?
What’s the Capture scroll fragment mode for?
What is Quick upload or how to share a screenshot without creating an account
Can I record video in one click?
Drawing tools for video
How to add my own watermark to a video?
How do I add a watermark to a screenshot?
How to send a screenshot to Slack?
Fusebase Capture for browsers – Troubleshooter
About permissions in Fusebase Capture for Google Chrome
Nimbus Screenshot
Nimbus Screenshot for browsers’s settings
Nimbus Screenshot for Edge
Video editor in Nimbus Screenshot for Google Chrome – FAQ
How to record a video from another program or of an entire Chrome window (desktop record)?
How to record video from screen (screencasts only for Google Chrome)
Integration with Github
How to convert a video to MP4 or GIF?
Why don’t I hear sound after converting into MP4?
Premium Features of Nimbus Capture – Questions and Answers

Table & Database

6

Calculation panel in table/database
How to sort columns in table/database?
Data filtering in the database
Database
Commenting on table cells
Tables

Web-clipper

4

Nimbus Clipper for Firefox
Reminders in Nimbus Web Clipper
Nimbus Clipper for Safari
Nimbus Clipper for Google Chrome

Android and iOS

10

Mobile apps
Filtering pages on iOS
Shortcuts on iOS
Clipper for the mobile clients
Split mode for iPads
Task list on mobile apps
Widgets for Android
Widgets for iOS
Passcode for FuseBase mobile clients
Mobile document scanner

Import to FuseBase

7

How do I import pages from Evernote?
Import from HTML
Import documents from Notion
Import documents from Quip
Import documents from Confluence
Import from DOCX
Import documents from Bear

Personal use

2

Invite members in Personal accounts
Personal account | Getting Started

Video editor

2

Crop for video
Customizing preview for video

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Personal account | Getting Started

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