Client user manual - Revision history

Andrii: /* Dashboard menu */

2022-10-19T08:19:31Z

‎Dashboard menu

Andrii at 14:53, 26 September 2022

2022-09-26T14:53:21Z

Andrii: /* Dashboard menu */

2022-08-02T08:46:26Z

‎Dashboard menu

Anatoly.k: /* Dashboard menu */

2022-01-05T15:37:27Z

‎Dashboard menu

Anatoly.k: /* Dashboard menu */

2022-01-05T15:28:40Z

‎Dashboard menu

Artem: /* Dashboard menu */

2021-08-06T08:34:41Z

‎Dashboard menu

Artem: /* Dashboard menu */

2021-08-06T08:34:23Z

‎Dashboard menu

Artem: /* Create new quote request */

2021-08-06T08:33:50Z

‎Create new quote request

Artem: /* Quotes menu */

2021-08-06T08:33:43Z

‎Quotes menu

Artem: /* Quotes menu */

2021-08-06T08:33:35Z

‎Quotes menu

@@ Line 57: / Line 57: @@
 [[File:Dashboard user manual1.png|border|1000px]]
-[[File:Dashboard user manual2.png|border|1000px]]
+[[File:Dashboard, project finances.png|border|1000px]]
 [[File:Dashboard user manual3.png|border|1000px]]

@@ Line 17: / Line 17: @@
 [[File:2 window.png|border|800px]]
-. Create your own username and password, then press '''"Submit"'''.
+. Create your own username and password, then click '''"Submit"'''.
 . Your account will be created.
@@ Line 77: / Line 77: @@
 So, there are two ways to create a quote request:
-. Press the '''Quotes''' menu on the top panel and then click '''"New quote request"''':
+. Click the '''Quotes''' menu on the top panel and then click '''"New quote request"''':
 [[File:5 quote request.png|border|200px]]
-Or you can go to the '''Quote requests''' list and press the '''"New quote request"''' button:
+Or you can go to the '''Quote requests''' list and click the '''"New quote request"''' button:
 [[File:6 quote request list.png|border|900px]]
@@ Line 91: / Line 91: @@
 . Record the request with the '''"Save"''' or '''"Save & Send"''' buttons.
-If you press '''"Save & Send"''', the manager will get the corresponding notification and you will not be able to update the quote request.
+If you click '''"Save & Send"''', the manager will get the corresponding notification and you will not be able to update the quote request.
-If you press '''"Save"''', you can send, update, clone, delete the quote request and manage input files by pressing the corresponding buttons:
+If you click '''"Save"''', you can send, update, clone, delete the quote request and manage input files by clicking the corresponding buttons:
 [[File:Quote request details 2 .png|border|800px]]
@@ Line 109: / Line 109: @@
 [[File:Taxes taxes.png|border|1000px]]
-. You can accept, reject, and download the quote as PDF by pressing the corresponding buttons:
+. You can accept, reject, and download the quote as PDF by clicking the corresponding buttons:
 [[File:Edited Screenshot 1.png|border|1000px]]
-If you accept the quote, the manager will get the corresponding notification. You and your manager can convert the quote into the project by pressing the '''"Create project"''' button:
+If you accept the quote, the manager will get the corresponding notification. You and your manager can convert the quote into the project by clicking the '''"Create project"''' button:
 [[File:Screenshot 5.png|border|1000px]]
@@ Line 123: / Line 123: @@
 There are two ways to create the project:
-. Press the '''Projects''' menu on the top panel and then click the '''New project''' button:
+. Click the '''Projects''' menu on the top panel and then click the '''New project''' button:
 [[File:1 new project.png|border|100px]]
-. Or you can go to the Projects list and press the '''"New project"''' button:
+. Or you can go to the Projects list and click the '''"New project"''' button:
 [[File:2 new project.png|border|900px]]
@@ Line 153: / Line 153: @@
 <span style="color:red">'''Note:'''</span> The account administrator can disable project creation by clients.
-. Having entered all the data about the project, press '''"Create"''' button and the Project details page will be displayed:
+. Having entered all the data about the project, click '''"Create"''' button and the Project details page will be displayed:
 [[File:Darftcl.png|border|900px]]
@@ Line 187: / Line 187: @@
 ==='''Project workflow'''===
-. Once you're done with the preparation, press the '''"Propose"''' button:
+. Once you're done with the preparation, click the '''"Propose"''' button:
 [[File:11 propose.png|border|900px]]
@@ Line 463: / Line 463: @@
 [[File:Message email.png|border|500px]]
-By pressing '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective object.
+By clicking '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective object.
@@ Line 472: / Line 472: @@
 [[File:Tabs only.png|border|500px]]
-To do so, go to the required menu and press the '''"Export to Excel"''' button:
+To do so, go to the required menu and click the '''"Export to Excel"''' button:
 [[File:Exe.png|border|150px]]
 [[File:Redirect.jpg|40px|link=Client user manual]] Back to the '''table of contents'''.

@@ Line 51: / Line 51: @@
 =='''Dashboard menu'''==
-[[File:Clda.png|border|500px]]
+[[File:Clda.png|border|400px]]
 Here you can see summary of your projects and finances:

@@ Line 57: / Line 57: @@
 [[File:Dashboard user manual1.png|border|1000px]]
-[[File:Cldafi.png|border|1000px]]
+[[File:Dashboard user manual2.png|border|1000px]]
 =='''Quotes menu'''==

@@ Line 55: / Line 55: @@
 Here you can see summary of your projects and finances:
-[[File:Cldapr.png|border|1000px]]
+[[File:Dashboard user manual1.png|border|1000px]]
 [[File:Cldafi.png|border|1000px]]

← Older revision		Revision as of 08:34, 6 August 2021
Line 56:		Line 56:

	[[File:Cldapr.png\|border\|1000px]]		[[File:Cldapr.png\|border\|1000px]]
		+
		+	[[File:Cldafi.png\|border\|1000px]]

	=='''Quotes menu'''==		=='''Quotes menu'''==

← Older revision		Revision as of 08:34, 6 August 2021
Line 53:		Line 53:
	[[File:Clda.png\|border\|500px]]		[[File:Clda.png\|border\|500px]]

		+	Here you can see summary of your projects and finances:

	[[File:Cldapr.png\|border\|1000px]]		[[File:Cldapr.png\|border\|1000px]]

@@ Line 58: / Line 58: @@
 =='''Quotes menu'''==
-[[File:Menu.png|border|500px]]
+[[File:Menu.png|border|200px]]
 Here you can see the lists of your quotes, multi-quotes, quote requests and create new quote requests.