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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
Robot Errors and Unexpected ErrorsResolving 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
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 Emails in InboxesWhitelist, allow-list, welcome-list, Gmail, Outlook, Mac
Microsoft Edge | Edge in IE Mode#BrowserSettings #Legacy #Edge #InternetExplorer #IEmode #Windows11
Fixing a Bad ETO Session
Microsoft Internet Explorer Support#IE #Browser #Microsoft #Legacy
Browser Settings | Internet Explorer#FAQ - Internet Explorer
Browser Compatibility#FAQ #browserneutral #browsercompatibility #browserneutrality #edge #chrome #safari #internetexplorer #firefox
Browser Settings | ChromeClear browsing data and turn off the pop-up blockers in Chrome
Browser Settings | Firefox#FAQ #browsercompatibility #cache
Zoom Remote SessionZoom meeting for Customer Support remote sessions
ETO | Language, Accent Marks, and Other Special Characters
User BadgeManage Personal Settings, Manage My Account, Change My Password & Security Questions, Live Office Account Info, Logout
Disable Smooth Scrolling#FAQ Internet Explorer Smooth Scrolling
Site Navigation Bar: Collapse 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, Action Links, Participant fly-out box
My Work | Home Page#Home #My Work #Program #Site
Unsubscribe from Bonterra's Mailing List#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 Address#FAQ #Whitelist #Allowlist #welcomelist
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.
FAQs | APIAnswers to frequently asked questions about the API. NOTE: This guide is for the standard API, NOT QaaWS or the Business Objects API.
FAQs | SFTP (Secure File Transfer Protocol)SFTP is an added feature utilized by ETO customers to transfer data to ETO. This article gives an overview of setting up SFTP.
FAQs | SQL Database ExportsThis living document provides answers for common questions regarding recurring and one-time ETO database exports.
Best Practices for Protecting Personally Identifiable Information (PII)#PII #PHI #HIPAA
FAQs | HIPAA and TouchPoint Security#FAQ
HIPAA FAQs#FAQ
Accessing ETO with a VPNAccessing ETO outside of North America, VPN, IP Address
FAQs | 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