Documentation

Home

• Dashboard: Dashboard Basics
• Dashboard: Viewing Personal Information
• Charts and Tables: Charts & Tables Basics
• Tasks: Task Basics
• Tasks: Creating a Task
• Messages: Sending a Message
See all 17 articles

Documents

• File Explorer: File Explorer Basics
• File Explorer: Finding a File
• File Explorer: Adding a Folder
• File Explorer: Uploading a Document
• File Explorer: Changing the Status of a Folder or Document
• File Explorer: Deleting a Folder or Document
See all 8 articles

Contacts

• People: People Basics
• People: Viewing a Person's Profile
• People: Adding a Person
• People: Modifying an Existing Person
• Companies: Companies Basics
• Companies: Creating a Company
See all 30 articles

Membership

• Members: Member Basics
• Members: Enrolling a New Member
• Members: Updating a Member
• Members: Creating a Company Member
• Members: Batch Editing Members
• Membership: Membership Basics
See all 11 articles

Contracts

• Contracts: Contract Basics
• Contracts: New Features and Enhancements
• Contracts: Creating a Contract
• Contracts: Activating a Contract
• Contracts: Deactivating a Contract
• Jobs: Creating a Job
See all 9 articles

Remittance

• Interest: Add an Interest Formula to a Contract
• Interest: Create a New Interest Rate Formula
• Interest: Create a Related Rate
• Interest: Interest Invoices for Late Remittance Payments
• Payments: Payment Basics
• Remittance Overview: Remittance Basics
See all 14 articles

Events

• All Events: Event Basics
• All Events: Creating an Event
• All Events: Adding a Ticket
• All Events: Online Registration- Lite Page
• All Events: Searching for an Event
• All Events: Understanding the Event Profile
See all 7 articles

Education

• Education Overview: Education Basics
• Students: Student Basics
• Students: Enrolling a New Member
• Students: Edit a Student
• Students: View a Student Profile
• Students: Filter and Batch Edit Students
See all 35 articles

Financial

• Financial Overview: Financial Basics
• Process Payment: Process Payment Basics
• Process Payment: (Simple) Process Payment
• Process Payments: (Direct) Process Payment
• Process Payments: (Advanced) Process Payment
• Orders: Orders Basics
See all 31 articles

Out of Work List

• Out-of-Work List Basics: Feature Set within the Platform’s Out-Of-Work List
• Active List: Active List Basics
• Active List: Viewing a Candidate Profile
• Active List: Adding a New Candidate
• Active List: Editing a Current Candidate Profile
• Candidates: View Candidate History
See all 19 articles

Organizing

• Jobs: New Features and Enhancements
• Jobs: Job Basics
• Jobs: Viewing a Job Profile
• Jobs: Creating a Job
• Jobs: Editing a Job
• Jobs: Entering Time on a Job
See all 19 articles

Reporting

• Queries: Creating a New Custom Query
• Queries: Deleting a Query
• Queries: Creating an SQL Query
• Queries: Activating an SQL Query
• Queries: Deactivating an SQL Query
• Queries: Creating a New Query Schedule
See all 23 articles

Admin

• System Settings: System Setting Basics
• Security: User Basics
• Security: Viewing a User Profile
• Security: Creating a User
• Security: Editing a User
• Security: User Group Basics
See all 18 articles

Enhanced Communications Service (ECS)

• Enhanced Communications System (ECS)