Help and Support

Everyone needs a little help at some point...

Here to Help

Got a question? Need advice? Want to know how to do something? We love helping out so don't be shy.

We are available via Online Chat either directly from this website, by email or telephone. You're not alone.. we are here to help. 

Tutorial Videos

Why not start with our short & simple video tutorials, designed for you to drop in and out of them as you need.

We'd recommend watching all of them one after the other for the first time. After that, you can simply pick out individual ones to refresh your memory.

Viewing Tips

While watching the videos, we'd recommend selecting full screen by clicking the 'square' icon at the bottom right of the You Tube video.

Also, click on the 'gear' icon and select 'Quality' then select either 720p or preferably 1080p (if available) for maximum clarity.

Introduction and Overview

The Dashboard

Client Centre Overview

The Client T-Card

Adding a new client

Grouping Clients Together

Sending a file (uploading and setting Events)

Managing files

Managing office files

Events and Alerts

Notes

Using Milestones and Statuses

Creating Milestones and Statuses (Owner User)

Migrating Clients to another office (Owner User)

Settings