Value Added Tax (VAT) is the sales tax in the United Kingdom where Malcolm! trades from. The current UK VAT rate is 20%. [Our pricing is quoted excluding VAT. ](https://malcolm.support/pricing) The UK is (currently!) a member of the European Union (EU) and special rules around VAT apply to trading with other EU based businesses and EU based individuals. Whether VAT is applicable to your purchase of Malcolm! and how we apply it can be summarised as follows: * If you are a UK customer (individual or business): we charge VAT at 20% * If you are an EU Business and supply a valid VAT number (we check it): we will not charge you any VAT * If you are an individual in the EU: we will charge you VAT at your local country VAT rate ([details here - PDF)](https://ec.europa.eu/taxation_customs/sites/taxation/files/resources/documents/taxation/vat/how_vat_works/rates/vat_rates_en.pdf) * If you are a company or an individual not in the UK or in the EU (eg you are in the USA or Australia): we will not charge you any VAT

Value Added Tax (VAT) is the sales tax in the United Kingdom where Malcolm! trades from. The current UK VAT rate is 20%. [Our pricing is quoted excluding VAT. ](https://malcolm.support/pricing) The UK is (currently!) a member of the European Union (EU) and special rules around VAT apply to trading with other EU based businesses and EU based individuals. Whether VAT is applicable to your purchase of Malcolm! and how we apply it can be summarised as follows: * If you are a UK customer (individual or business): we charge VAT at 20% * If you are an EU Business and supply a valid VAT number (we check it): we will not charge you any VAT * If you are an individual in the EU: we will charge you VAT at your local country VAT rate ([details here - PDF)](https://ec.europa.eu/taxation_customs/sites/taxation/files/resources/documents/taxation/vat/how_vat_works/rates/vat_rates_en.pdf) * If you are a company or an individual not in the UK or in the EU (eg you are in the USA or Australia): we will not charge you any VAT

It can be very useful to give your users the option to save progress on a Workflow and come back to complete the rest later. It's especially helpful if a you have built a long multi-stage Workflow like an application form. You turn this feature on in MyMalcolm - go to the Configure screen of each individual Workflow. When turned on users will see an option to "Finish Later" at the bottom of each Workflow screen. When clicked this will bring up an overlay asking them to enter their email address. A unique link will then be emailed that when clicked will take the user back to the same stage of the Workflow they were previously at. If you need to retrieve these links (for example someone completing the form didn't receive or has lost the email with the resume link in) you can also get to the link via the Completions area of the Workflow section of MyMalcolm - click the link under "Resume link" to copy the URL your clipboard.

It can be very useful to give your users the option to save progress on a Workflow and come back to complete the rest later. It's especially helpful if a you have built a long multi-stage Workflow like an application form. You turn this feature on in MyMalcolm - go to the Configure screen of each individual Workflow. When turned on users will see an option to "Finish Later" at the bottom of each Workflow screen. When clicked this will bring up an overlay asking them to enter their email address. A unique link will then be emailed that when clicked will take the user back to the same stage of the Workflow they were previously at. If you need to retrieve these links (for example someone completing the form didn't receive or has lost the email with the resume link in) you can also get to the link via the Completions area of the Workflow section of MyMalcolm - click the link under "Resume link" to copy the URL your clipboard.

When a user completes a Workflow, by default all the Team members of the instance (who are added and manged via the Team section of MyMalcolm) will receive an email. You can also configure other people to receive an email on a Workflow by Workflow basis. To do this: * In MyMalcolm go to the Workflow section * Click Library and then click on the Workflow you wish to configure email alerts for * Then click "Configure" on the black horizontal navigation then "Email Alerts" on the left hand vertical navigation * Click "add a new email address" to add a new recipient. * Note that you can also make a recipient conditional - this is very useful if you only want an email to be sent to a particular address when certain criteria on a Workflow are met.

When a user completes a Workflow, by default all the Team members of the instance (who are added and manged via the Team section of MyMalcolm) will receive an email. You can also configure other people to receive an email on a Workflow by Workflow basis. To do this: * In MyMalcolm go to the Workflow section * Click Library and then click on the Workflow you wish to configure email alerts for * Then click "Configure" on the black horizontal navigation then "Email Alerts" on the left hand vertical navigation * Click "add a new email address" to add a new recipient. * Note that you can also make a recipient conditional - this is very useful if you only want an email to be sent to a particular address when certain criteria on a Workflow are met.

It's quick and easy to surface your Workflow as a floating widget. [You can find out more about Malcolm! widgets here. ](https://support.malcolm.support/faqs/what-is-the-malcolm-widget) In the Library screen of the Workflow section of MyMalcolm click the three dots on the right hand side of the screen and select "Embed" This will take you into the Share section of MyMalcolm! Here you can choose the type of embed you want to create. Choose "Widget" and work through the screens. You can configure various options here including whether in the pre-expand state the widget is a button or a drawer. You can also configure where on the screen you want the pre-expand to appear. Other options include colour schemes, the option to add your own logo to the widget and also whether you want the footer and search bar to appear. [See this FAQ for more detail on this.](https://support.malcolm.support/faqs/what-is-the-malcolm-widget) At the end of the process you will be supplied with the code that you should add to your webpage HTML - we recommend you add this to very page of your website. You can also embed via Google Tag Manager - [see here for more details. ](https://support.malcolm.support/faqs/can-i-put-malcolm-widget-code-into-another-site-via-google-tag-manager)

It's quick and easy to surface your Workflow as a floating widget. [You can find out more about Malcolm! widgets here. ](https://support.malcolm.support/faqs/what-is-the-malcolm-widget) In the Library screen of the Workflow section of MyMalcolm click the three dots on the right hand side of the screen and select "Embed" This will take you into the Share section of MyMalcolm! Here you can choose the type of embed you want to create. Choose "Widget" and work through the screens. You can configure various options here including whether in the pre-expand state the widget is a button or a drawer. You can also configure where on the screen you want the pre-expand to appear. Other options include colour schemes, the option to add your own logo to the widget and also whether you want the footer and search bar to appear. [See this FAQ for more detail on this.](https://support.malcolm.support/faqs/what-is-the-malcolm-widget) At the end of the process you will be supplied with the code that you should add to your webpage HTML - we recommend you add this to very page of your website. You can also embed via Google Tag Manager - [see here for more details. ](https://support.malcolm.support/faqs/can-i-put-malcolm-widget-code-into-another-site-via-google-tag-manager)

The Malcolm! widget is a great way to put your content in front of users. By using the widget you can float content over an existing website or application. Want to let your users find out answers to FAQs about a product or service you provide but don't want them to make them navigate from the screen they are on? The Malcolm! widget is what you need. Or perhaps you'd like to float a feedback or get in touch form over your website? Super easy to do with the Malcolm! widget. You can even make the content displayed contextual to the screen the widget is floating over. How cool is that? We recommend you place the Malcolm! widget embed code on every page of your website. You can then configure whether the widget displays or not (and what it displays) from within MyMalcolm! Here is how to start using the Malcolm! widget. **Step 1: Create an embed** Go the Share section of MyMalcolm and select the Embed tab and then Create an embed. Select Widget as the type of embed you want to create. Give your embed a name. **Step 2: Choose your content** From this area you can choose a single FAQ or Workflow to display in the widget, or you can choose collections of content. These collections can be a category, a tag or an author. You can also make a collection out of a search result including a search that is contextual to the meta content of the page that the widget is on - you can query content based on the page title, meta keywords, meta description or a meta search tag. Users can navigate content within the widget via clicking on items in the user interface eg categories, tags or authors. If you don't choose a specific FAQ, Workflow or collection of content the default content displayed will be the most popular content. **Step 3: Configure the visual style of your widget** You can configure various options about the visual appearance and behaviour of your widget. The options include what the widget looks like in it's pre-expand state (a button or a drawer), the text used on the pre-expand, the colours and logo plus the location of the widget on your screen. You can also configure whether you want the search and footer used on expanded widget and whether the transition from pre-expand to post-expand and vice versa are animated or not. **Step 4: Set up URL rules and visibility settings** We recommend you put the Malcolm! widget embed code on every page of your website. But you might not want the widget to appear on every page. Using URL rules you can mangage and easily change which pages the widget does appear on from within MyMalcolm! You may not want the widget to display on mobile browsers, or you may want the widget to only appear at certain times (for example when your office is closed) - you can configure these options in visibility settings. **Step 5: Publish and place code on site** Finally when you are happy publish your widget. Finally collect your code - you can cut and paste this or have it emailed to you (or the person who is responsible for implementation). If you use Google Tag Manager you can also deploy the embed code via this system. [See here for more details.](https://support.malcolm.support/faqs/can-i-put-malcolm-widget-code-into-another-site-via-google-tag-manager)

The Malcolm! widget is a great way to put your content in front of users. By using the widget you can float content over an existing website or application. Want to let your users find out answers to FAQs about a product or service you provide but don't want them to make them navigate from the screen they are on? The Malcolm! widget is what you need. Or perhaps you'd like to float a feedback or get in touch form over your website? Super easy to do with the Malcolm! widget. You can even make the content displayed contextual to the screen the widget is floating over. How cool is that? We recommend you place the Malcolm! widget embed code on every page of your website. You can then configure whether the widget displays or not (and what it displays) from within MyMalcolm! Here is how to start using the Malcolm! widget. **Step 1: Create an embed** Go the Share section of MyMalcolm and select the Embed tab and then Create an embed. Select Widget as the type of embed you want to create. Give your embed a name. **Step 2: Choose your content** From this area you can choose a single FAQ or Workflow to display in the widget, or you can choose collections of content. These collections can be a category, a tag or an author. You can also make a collection out of a search result including a search that is contextual to the meta content of the page that the widget is on - you can query content based on the page title, meta keywords, meta description or a meta search tag. Users can navigate content within the widget via clicking on items in the user interface eg categories, tags or authors. If you don't choose a specific FAQ, Workflow or collection of content the default content displayed will be the most popular content. **Step 3: Configure the visual style of your widget** You can configure various options about the visual appearance and behaviour of your widget. The options include what the widget looks like in it's pre-expand state (a button or a drawer), the text used on the pre-expand, the colours and logo plus the location of the widget on your screen. You can also configure whether you want the search and footer used on expanded widget and whether the transition from pre-expand to post-expand and vice versa are animated or not. **Step 4: Set up URL rules and visibility settings** We recommend you put the Malcolm! widget embed code on every page of your website. But you might not want the widget to appear on every page. Using URL rules you can mangage and easily change which pages the widget does appear on from within MyMalcolm! You may not want the widget to display on mobile browsers, or you may want the widget to only appear at certain times (for example when your office is closed) - you can configure these options in visibility settings. **Step 5: Publish and place code on site** Finally when you are happy publish your widget. Finally collect your code - you can cut and paste this or have it emailed to you (or the person who is responsible for implementation). If you use Google Tag Manager you can also deploy the embed code via this system. [See here for more details.](https://support.malcolm.support/faqs/can-i-put-malcolm-widget-code-into-another-site-via-google-tag-manager)

You can choose whether to allow your customers to feedback on your FAQs or Workflows. They can say whether the content was helpful or not and optionally leave comments. This information is only seen by you and other team members on your instance - it isn't viewable by other customers. The feedback feature can be very useful as your customers may highlight things that are confusing or information/items you have left out. When feedback is left a notification will be created. You can see feedback across all content in the Feedback area within the FAQ or Workflow sections. You can also see feedback on an individual FAQ or Workflow when navigating to that FAQ or Workflow via the Library.

You can choose whether to allow your customers to feedback on your FAQs or Workflows. They can say whether the content was helpful or not and optionally leave comments. This information is only seen by you and other team members on your instance - it isn't viewable by other customers. The feedback feature can be very useful as your customers may highlight things that are confusing or information/items you have left out. When feedback is left a notification will be created. You can see feedback across all content in the Feedback area within the FAQ or Workflow sections. You can also see feedback on an individual FAQ or Workflow when navigating to that FAQ or Workflow via the Library.

In the Library screen of the Workflow section of MyMalcolm click the three dots on the right hand side of the screen and select "Embed" This will take you into the Share section of MyMalcolm! Here you can choose the type of embed you want to create. Choose "Overlay" and work through the screens - the Workflow you came from will be preselected as the content you want to surface in your Overlay. You will be offered various styling and display options and at the end of the process you will be supplied with the code that you should add to your webpage HTML and the inline code used to launch the overlay.

In the Library screen of the Workflow section of MyMalcolm click the three dots on the right hand side of the screen and select "Embed" This will take you into the Share section of MyMalcolm! Here you can choose the type of embed you want to create. Choose "Overlay" and work through the screens - the Workflow you came from will be preselected as the content you want to surface in your Overlay. You will be offered various styling and display options and at the end of the process you will be supplied with the code that you should add to your webpage HTML and the inline code used to launch the overlay.

Malcolm! has an inbuilt versioning system and optional scheduled publishing and approval functionality. Versions can be useful if you change the answer to a question but at a later date want to revert the answer back to a previous version. They can also be useful for compliance and regulatory reasons, eg in the future you might want to review what your FAQ answer was at a certain point in time. Versions also enable you to "prep" updated content ahead of it going live. For example if you are revising your product or service you might need to update your FAQ content. But you might not want that new updated content to go live until your the changes to your product or service also go live. **How Versioning Works** When you first create an FAQ you are creating a draft. When you have finished editing you publish that draft into a version. When you make a version live that version is then what your customers see. You can choose which version of content is live via the publishing section of an FAQ. To get to this browse to FAQ via the Library, then once selected go into the Publishing section. You can also start a new draft based on a published version. **How Scheduled Publishing Works** As well as choosing to make a version live immediately you can also choose to make a version live at a certain date and time in the future. You may only want a version to be live for a certain period of time so you may wish to set an end date. You may also want different versions live at different times. You can set this up and manage and edit upcoming schedules in the publishing section of an FAQ. **How Approvals Work** The Approval functionality adds a stage between turning a draft into a published version - the draft has to be approved. This functionality can be useful if you work in an organisation where a legal or compliance department wants to review any changes to customer facing communications. It can also be useful if one team member, for example a manager or editor, wants to ensure they personally review all content changes submitted by staff members (or perhaps freelancers) before those changes are allowed to go live. Approvals functionality is off by default. To turn it on go to the Settings section, Advanced settings. Although you can technically approve your own content the approval functionality makes most sense when you have several team members on an Instance. So it tends to be used by instances that are on our Team or Enterprise plan. You can choose which users on your instance have the approval privilege via the Team section. Notes can be added to each draft you put forward for approval. An approver can accept or reject a draft and also add notes. If you are waiting for your content to be approved, or you are a user with the approval privilege you can access your options in the Publishing section. This can be accessed globally (ie showing activity and options across all FAQs) within the first level of FAQ or via an individual FAQ where just activity and options for that individual FAQ is shown. )

Malcolm! has an inbuilt versioning system and optional scheduled publishing and approval functionality. Versions can be useful if you change the answer to a question but at a later date want to revert the answer back to a previous version. They can also be useful for compliance and regulatory reasons, eg in the future you might want to review what your FAQ answer was at a certain point in time. Versions also enable you to "prep" updated content ahead of it going live. For example if you are revising your product or service you might need to update your FAQ content. But you might not want that new updated content to go live until your the changes to your product or service also go live. **How Versioning Works** When you first create an FAQ you are creating a draft. When you have finished editing you publish that draft into a version. When you make a version live that version is then what your customers see. You can choose which version of content is live via the publishing section of an FAQ. To get to this browse to FAQ via the Library, then once selected go into the Publishing section. You can also start a new draft based on a published version. **How Scheduled Publishing Works** As well as choosing to make a version live immediately you can also choose to make a version live at a certain date and time in the future. You may only want a version to be live for a certain period of time so you may wish to set an end date. You may also want different versions live at different times. You can set this up and manage and edit upcoming schedules in the publishing section of an FAQ. **How Approvals Work** The Approval functionality adds a stage between turning a draft into a published version - the draft has to be approved. This functionality can be useful if you work in an organisation where a legal or compliance department wants to review any changes to customer facing communications. It can also be useful if one team member, for example a manager or editor, wants to ensure they personally review all content changes submitted by staff members (or perhaps freelancers) before those changes are allowed to go live. Approvals functionality is off by default. To turn it on go to the Settings section, Advanced settings. Although you can technically approve your own content the approval functionality makes most sense when you have several team members on an Instance. So it tends to be used by instances that are on our Team or Enterprise plan. You can choose which users on your instance have the approval privilege via the Team section. Notes can be added to each draft you put forward for approval. An approver can accept or reject a draft and also add notes. If you are waiting for your content to be approved, or you are a user with the approval privilege you can access your options in the Publishing section. This can be accessed globally (ie showing activity and options across all FAQs) within the first level of FAQ or via an individual FAQ where just activity and options for that individual FAQ is shown. )

If you are using Google Tag Manager on a site or application it is very easy to deploy the Malcolm! widget into that property via GTM. Here is a step by step guide: 1. Set up your widget in the Share section of MyMalcolm ([there is a guide here](https://support.malcolm.support/faqs/what-is-the-malcolm-widget)) and copy the embed code to your clipboard 2. In GTM click "Add a new Tag" 3. In Tag Configuration select a "custom HTML" tag type 4. Paste in the embed code from your clipboard 5. You don't need to support document.write 6. For your trigger use page view on all pages (assuming you want the widget to appear on all pages)

If you are using Google Tag Manager on a site or application it is very easy to deploy the Malcolm! widget into that property via GTM. Here is a step by step guide: 1. Set up your widget in the Share section of MyMalcolm ([there is a guide here](https://support.malcolm.support/faqs/what-is-the-malcolm-widget)) and copy the embed code to your clipboard 2. In GTM click "Add a new Tag" 3. In Tag Configuration select a "custom HTML" tag type 4. Paste in the embed code from your clipboard 5. You don't need to support document.write 6. For your trigger use page view on all pages (assuming you want the widget to appear on all pages)

Yes, you can password protect your Hosted Hub. You can also password protect individual FAQ's or Workflows. [Read more about password protection of content on Malcolm! here.](https://support.malcolm.support/faqs/how-does-password-protection-of-content-faqs-or-workflows-work)

Yes, you can password protect your Hosted Hub. You can also password protect individual FAQ's or Workflows. [Read more about password protection of content on Malcolm! here.](https://support.malcolm.support/faqs/how-does-password-protection-of-content-faqs-or-workflows-work)

Malcolm! Help & Support - browse our Frequently Asked Questions and support articles

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Do I need to pay VAT?

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When a Workflow is completed will I be sent an email?

How do I surface my Workflow into a floating widget?

What is the Malcolm! widget and how do I implement it?

How do I review the feedback on my FAQs or Workflows?

How do I make my Workflow into a pop up overlay?

How do drafts, versions, publishing and approvals of FAQs work?

Can I put Malcolm! Widget code into another site via Google Tag Manager?

Can I password protect my Hosted Hub?

Using Malcolm! and need help?

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