Getting Started

Signing up (video)
Tue, 15 Aug, 2023 at 2:00 PM
Managing the dashboard (video)
Tue, 15 Aug, 2023 at 2:00 PM
Selecting modules
To choose which modules you wish to use, select the Settings page in the sidebar, then select the Modules tab. Click on the Choose Modules button t...
Tue, 5 Sep, 2023 at 6:24 PM
Setting up an email address
Before you can email documents directly into the software, you need to choose a unique email address for your business. To do this, select the Settings ...
Tue, 5 Sep, 2023 at 6:24 PM
Switching to a different business
To switch to a different business, click on your name in the top right of the page and select Switch Business. Alternatively, you can click the arrows icon...
Tue, 5 Sep, 2023 at 6:24 PM