All Collections
FAQ and Getting Started
Understand how to set-up, customize, and secure your data.
54 articles
What is ETO?#FAQ: "Efforts-to-Outcomes"
Navigation Bar#FAQ #Navigation #Participants #Entities #TouchPoints #Administration #Links
Logging in to ETOSteps for accessing ETO for the first time
Enterprise, Site, and Program StructureHow the various levels of ETO function and interact with one another
Resolving and Reporting Robot Errors and Unexpected Errors
Searching in ETO#FAQ, #QuickSearch, #Within, #In, #SearchTerms
ETO Glossary (Legacy)Common terms and language used in ETO
Searching for Articles#ETOChat #KnowledgeBase #Articles #Search #Find
ETO ChatETO has developed a new chat accessible by all ETO Admins.
FAQs | Accessing your "Who Am I?" Information#FAQ How to find your "Who Am I?" #WhoAmI
How to locate your "Where Am I?" information#FAQ #WhereAmI
What is my IP Address?#FAQ Information on how to find your IP Address and what it is.
How to Check Your Internet SpeedIf you are concerned with slowness in ETO, here is how you can ensure you have the internet speeds required to run the software.
ETO Software Terms of Use#FAQ Terms
General Tips | How to take a ScreenshotHow to take screenshots for your Support inquiries. This article links to official manufacturer sites.
Browser Settings | Edge#BrowserSettings #Edge
Allow-listing/Welcome-listing emails in Gmail/Outlook/Mac inboxesWhitelist, allow-list, welcome-list
Microsoft Edge | Internet Explorer Mode in Edge#BrowserSettings #Legacy #Edge #InternetExplorer #IEmode #Windows11
How to fix a bad ETO Session
What will happen to ETO when Microsoft stops support of Internet Explorer?#IE #Browser #Microsoft #Legacy
Browser Settings | Internet Explorer#FAQ - Internet Explorer
Browser Compatibility#FAQ #browserneutral #browsercompatability #browserneutrality #edge #chrome #safari #ie #firefox
Browser Settings | ChromeClear browsing data and turn off the pop-up blockers in Chrome
Resetting Internet Explorer#FAQ
Firefox | Cookies, Site Data, and Cache#FAQ #browsercompatibility #cache
Zoom Remote SessionZoom meeting for customer support remote sessions
ETO | Language, Accent Marks, and other Special Characters
My Personal Settings, Account, Security Questions, Account Info, and Logout#FAQ Quick search, recent search, to do list, date of next contact
How To Disable Smooth Scrolling#FAQ
Site Navigation Bar: Collapse the Navigation Bar by Default#FAQ
My Favorites | Main Page#Favorites #Add Feature #Add Report #Add Query #Add Drop Down Link
My Favorites | Adding Links to My Favorites#FAQ Links, Favorites
My Work | Home Page#Home #My Work #Program #Site
How to unsubscribe from Bonterra's Mailing List#FAQ
Subscription PreferencesFollow this link to sign up for emails about any of the below topics. #FAQ
Emails in ETO | Where and why emails trigger
End User Training(Enter code: ETO End User)
508 Compliance | End User#accessibility
An Overview of Caching in ETO#FAQ Caching is a feature designed to speed up the performance of larger enterprises.
Document Size and StorageHow big can my file be? How much storage do I have? How are my files stored? #FAQ
Allowing Bonterra Support Emails by IP#FAQ #Whitelist #Allowlist
Copy/Paste without Formatting#FAQ Sometimes pasting in ETO requires pasting without formatting.
Copy/Pasting without Formatting in Word#FAQ Turning off straight quotes and keeping special characters out of Copy/Paste from Word.
Best Practices for Protecting Personally Identifiable Information (PII)#PII #PHI #HIPAA
Can Social Solutions delete TouchPoint responses for me?#FAQ
HIPAA and TouchPoint Security#FAQ
HIPAA FAQs#FAQ
Where can I access ETO? | VPNAccessing ETO Abroad
FAQ: Multi-Factor Authentication#FAQ Frequently Asked Questions on Multi-Factor Authentication (MFA)
Security FAQs#FAQ
Security Settings for ETO#FAQ
ETO Password Security and GuidelinesWhat guidelines control ETO's password functionality?
Resetting Passwords
ETO HIPAA Compliance