Reftab How To… Search below for topics covered in our help guides. A Guide to Reftab’s Approval Flows and Procurement Tracking Adding Images to Maintenance Forms – How To Asset Overlay – How to update assets with unique values in bulk. Automatically Report on Disabled Users with Equipment Can Reftab Track Installed Software? CDW + Reftab Integration Troubleshooting Guide Configuring Low Quantity Alerts on Asset Types Configuring Reservation Approvals from Request Catalog Creating Custom Email Alerts for Assets Requiring Attention Custom Loan Fields Google Workspace Integration Guide – How to integrate Google Workspace with Reftab How Can I Clone Assets? How Do I Archive Deprovisioned Google Workspace Assets? How do I create a Maintenance Form PDF? How Do I Integrate My HR System with Reftab? How do I integrate NinjaOne with Reftab? How do I setup and utilize Onboarding and Offboarding? How Does Asset ID Generation Work in Reftab? How to “Filter Assets by Available Dates” in Reftab How to Audit Fixed Assets in Reftab How to change an asset’s category How to Choose the Right Barcode Label Printer How to configure and track unit costs in Reftab How to Display Zendesk Tickets on Linked Assets in Reftab How to Filter Assets by Reservation Availability How to Find Duplicate Loanees and Merge Them With Another User How to Integrate Jamf School with Reftab How to Integrate Lansweeper with Reftab How to Perform Maintenance with the Reftab App How to reference another user as a manager or supervisor in Reftab How to Report on Reservations in Reftab How to Run a Report on Inventory Checked out During a Specific Time How to send additional overdue loan emails when items are overdue How to Setup Email SMTP Settings with Office365 OAuth2 Authentication with Reftab How to Setup Kandji Integration with Reftab How to Setup Tool Sharing in Reftab How to Troubleshoot Reftab Agent and View Agent Logs in Windows OS How to troubleshoot Reftab’s PowerBi Desktop Connector How to use Reftab Asset Management Software with No code or Low Code Platforms How to use time blocks in Reftab to establish pre-set reservation blocks How To: Integrate JAMF with Reftab How to: Purge your Reftab Data How To: Setting Rental Rates How to: Setting up recurring reservations How to: Submit Reservations via the Reftab Mobile App How To: Tag and Manage Deployed Assets in Reftab How to: Use Automated Workflows to change Asset Status Labels based on Maintenance Fields How to: Use the Updated Reftab Mobile App for Asset Management How to: Utilize Integration Sync Logging How to: Utilize Preset Asset Titles Importing Assets From a Spreadsheet into Your Reftab Account: How-to Guide Importing Locations in Bulk with Reftab Integrating Mosyle with Reftab: Step-by-Step Instructions License Surveys – How to New Utilization Features in Okta and Azure SaaS Discovery Integration with Reftab Preventing Check-outs for Specific Users Resetting a Reftab password / resending activate account emails Send Email Alert for Upcoming Assets and Loans Due for Return Send Email Alerts to a Location’s Primary Email Address Syncing Jamf Devices to Specific Locations in Reftab Title must be present when importing assets Transfer and track accessories across multiple locations Unable to see Jira issues on Reftab assets Using Asset Barcode Prefixes What is a kit template and how can I create them?