Company Setup and Configuration

Contacts

• Adding Projects and Contacts
• Contact Type

Users

• Adding and Editing Users
• Users
• User Level Access Breakdown
• User Data Access

Employees

• Adding Employees for Timecards
• Applying an employee rate change
• Employees

General Administration

• Add Division
• Add Market Area
• Company Preferences
• Material Database
• Label Manager

See all 7 articles

Import and Export Forms

• Export Contacts From Email
• Import Contacts

Letterhead, Logos, Signatures

• Logos and Letterheads
• How do I set up multiple Logos and Letterheads to use across different projects?
• Setting up digital signatures

Milestone Management

• Milestones
• Deleting Unused Milestones