Quick start guide to Protemos Freelance edition - Revision history

Andrii at 12:32, 22 January 2024

2024-01-22T12:32:14Z

Andrii at 12:21, 22 January 2024

2024-01-22T12:21:53Z

Andrii at 12:21, 22 January 2024

2024-01-22T12:21:17Z

Andrii at 12:20, 22 January 2024

2024-01-22T12:20:04Z

Andrii at 09:27, 22 January 2024

2024-01-22T09:27:44Z

Andrii at 09:19, 22 January 2024

2024-01-22T09:19:55Z

Andrii at 08:57, 22 January 2024

2024-01-22T08:57:50Z

Andrii at 08:55, 22 January 2024

2024-01-22T08:55:40Z

Andrii at 08:54, 22 January 2024

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Andrii at 08:51, 22 January 2024

2024-01-22T08:51:59Z

← Older revision		Revision as of 12:32, 22 January 2024
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−	'''For a brief system overview, please check this video:''' [[File:2ag.png\|40px\|link=https://~~youtu~~.be/~~rrG6ImhtWHQ~~]]	+	'''For a brief system overview, please check this video:''' [[File:2ag.png\|40px\|link=https://www.youtube.com/watch?v=-vaItQijEwE]]

	'''<I> All the icons are clickable </I>'''		'''<I> All the icons are clickable </I>'''

← Older revision		Revision as of 12:21, 22 January 2024
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	\| " valign="top" align="center" \|[[Import clients from Excel\|''' Import clients''']] <br> <br> [[File:1ag.png\|55px\|link=Import clients from Excel]][[image:Empty square.jpg\|10px\|link=]][[File:2ag.png\|55px\|link=https://youtu.be/9oFngi3mXEc]]		\| " valign="top" align="center" \|[[Import clients from Excel\|''' Import clients''']] <br> <br> [[File:1ag.png\|55px\|link=Import clients from Excel]][[image:Empty square.jpg\|10px\|link=]][[File:2ag.png\|55px\|link=https://youtu.be/9oFngi3mXEc]]

−	\| " valign="top" align="center" \| [[PDF_templates\|'''PDF templates''']] <br> <br> [[File:1ag.png\|55px\|link=PDF templates]] [[image:Empty square.jpg\|10px\|link=]][[File:2ag.png\|55px\|link=https://youtu.be/hCA48afcmR4]]	+	\| " valign="top" align="center" \| [[PDF_templates\|'''PDF templates''']] <br> <br> [[File:1ag.png\|55px\|link=PDF templates]][[image:Empty square.jpg\|10px\|link=]][[File:2ag.png\|55px\|link=https://youtu.be/hCA48afcmR4]]

@@ Line 47: / Line 47: @@
   | " valign="top" align="center" width="300"  |[[Taxes|''' Taxes''']] <br> <br> [[File:1ag.png|55px|link=Taxes]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/IHAw-yH3jJM]]
-  | " valign="top" align="center" |[[Import clients from Excel|''' Import clients''']] <br> <br> [[File:1ag.png|55px|link=Import clients from Excel]][[image:Empty square.jpg|10px|link=]] [[File:2ag.png|55px|link=https://youtu.be/9oFngi3mXEc]]
+  | " valign="top" align="center" |[[Import clients from Excel|''' Import clients''']] <br> <br> [[File:1ag.png|55px|link=Import clients from Excel]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/9oFngi3mXEc]]
   | " valign="top" align="center" | [[PDF_templates|'''PDF templates''']] <br> <br> [[File:1ag.png|55px|link=PDF templates]] [[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/hCA48afcmR4]]
@@ Line 58: / Line 58: @@
-  | " valign="top" align="center" | [[Messages|'''Messages''']] <br> <br> [[File:1ag.png|55px|link=Messages]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|55px|link=https://youtu.be/DhbznYfEXPI]]
+  | " valign="top" align="center" | [[Messages|'''Messages''']] <br> <br> [[File:1ag.png|55px|link=Messages]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/DhbznYfEXPI]]

@@ Line 14: / Line 14: @@
   |- style="height:100px"
-  |4. " valign="top" align="center"|[[Create project|'''4. Create project''']] <br> <br> [[File:1ag.png|60px|link=Create project]] [[image:Empty square.jpg|20px|link=]]  [[File:2ag.png|60px|link=https://youtu.be/38SpFkjDD9s]]
+  |4. " valign="top" align="center"|[[Create project|'''4. Create project''']] <br> <br> [[File:1ag.png|55px|link=Create project]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/38SpFkjDD9s]]
-  |5. " valign="top" align="center" |[[Issue invoices|'''5. Issue invoices''']] <br> <br>[[File:1ag.png|60px|link=Issue invoices]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/z1brFAnfhDI]]
+  |5. " valign="top" align="center" |[[Issue invoices|'''5. Issue invoices''']] <br> <br>[[File:1ag.png|55px|link=Issue invoices]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/z1brFAnfhDI]]
-  |6. " valign="top" align="center"|[[Recording payments|'''6. Record payments''']] <br> <br>[[File:1ag.png|60px|link=Recording payments]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/QDAQdYh1wPI]]
+  |6. " valign="top" align="center"|[[Recording payments|'''6. Record payments''']] <br> <br>[[File:1ag.png|55px|link=Recording payments]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/QDAQdYh1wPI]]
   |- style="height:100px"
-  |7. " valign="top" align="center"|[[Generate reports|'''7. Generate reports''']] <br> <br>[[File:1ag.png|60px|link=Generate reports]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/ZMyuJySmyys]]
+  |7. " valign="top" align="center"|[[Generate reports|'''7. Generate reports''']] <br> <br>[[File:1ag.png|55px|link=Generate reports]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/ZMyuJySmyys]]
-  |8. " valign="top" align="center"|[[Filters and search|'''8. Filters and search''']] <br> <br> [[File:1ag.png|60px|link=Filters and search]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/-7G5FaHQ31Y]]
+  |8. " valign="top" align="center"|[[Filters and search|'''8. Filters and search''']] <br> <br> [[File:1ag.png|55px|link=Filters and search]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/-7G5FaHQ31Y]]
-  |9. " valign="top" align="center"|[[Export data|'''9. Export data''']] <br> <br> [[File:1ag.png|60px|link=Export data]] [[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/X5e4Raf8IqY]]
+  |9. " valign="top" align="center"|[[Export data|'''9. Export data''']] <br> <br> [[File:1ag.png|55px|link=Export data]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/X5e4Raf8IqY]]
   |- style="height:100px"
-  |10. " valign="top" align="center"|[[Alerts and notifications|'''10. Alerts and notifications''']] <br> <br> [[File:1ag.png|60px|link=Alerts and notifications]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/EFSjwviYtz8]]
+  |10. " valign="top" align="center"|[[Alerts and notifications|'''10. Alerts and notifications''']] <br> <br> [[File:1ag.png|55px|link=Alerts and notifications]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/EFSjwviYtz8]]
-  |11. " valign="top" align="center"|[[Customization|'''11. Customization''']] <br> <br> [[File:1ag.png|60px|link=Customization]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/wbcGrCuF3lE]]
+  |11. " valign="top" align="center"|[[Customization|'''11. Customization''']] <br> <br> [[File:1ag.png|55px|link=Customization]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/wbcGrCuF3lE]]
@@ Line 45: / Line 45: @@
   |-style="height:100px"
-  | " valign="top" align="center" width="300"  |[[Taxes|''' Taxes''']] <br> <br> [[File:1ag.png|60px|link=Taxes]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/IHAw-yH3jJM]]
+  | " valign="top" align="center" width="300"  |[[Taxes|''' Taxes''']] <br> <br> [[File:1ag.png|55px|link=Taxes]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/IHAw-yH3jJM]]
-  | " valign="top" align="center" |[[Import clients from Excel|''' Import clients''']] <br> <br> [[File:1ag.png|60px|link=Import clients from Excel]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/9oFngi3mXEc]]
+  | " valign="top" align="center" |[[Import clients from Excel|''' Import clients''']] <br> <br> [[File:1ag.png|55px|link=Import clients from Excel]][[image:Empty square.jpg|10px|link=]] [[File:2ag.png|55px|link=https://youtu.be/9oFngi3mXEc]]
-  | " valign="top" align="center" | [[PDF_templates|'''PDF templates''']] <br> <br> [[File:1ag.png|60px|link=PDF templates]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://youtu.be/hCA48afcmR4]]
+  | " valign="top" align="center" | [[PDF_templates|'''PDF templates''']] <br> <br> [[File:1ag.png|55px|link=PDF templates]] [[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/hCA48afcmR4]]
@@ Line 58: / Line 58: @@
-  | " valign="top" align="center" | [[Messages|'''Messages''']] <br> <br> [[File:1ag.png|60px|link=Messages]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://youtu.be/DhbznYfEXPI]]
+  | " valign="top" align="center" | [[Messages|'''Messages''']] <br> <br> [[File:1ag.png|55px|link=Messages]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|55px|link=https://youtu.be/DhbznYfEXPI]]

@@ Line 6: / Line 6: @@
   |-style="height:100px"
-  |1. " valign="top" align="center" width="300"|[[Create Account|'''1. Create account''']] <br> <br>[[File:1ag.png|50px|link=Create Account]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|50px|link=https://youtu.be/jX-D7EUltyE]]
+  |1. " valign="top" align="center" width="300"|[[Create Account|'''1. Create account''']] <br> <br>[[File:1ag.png|55px|link=Create Account]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/jX-D7EUltyE]]
-|2. " valign="top" align="center" width="300"|[[Create/import clients|'''2. Create/import clients''']] <br> <br> [[File:1ag.png|60px|link=Create/import clients]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/e23OdYfLewc]]
+|2. " valign="top" align="center" width="300"|[[Create/import clients|'''2. Create/import clients''']] <br> <br> [[File:1ag.png|55px|link=Create/import clients]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/e23OdYfLewc]]
-  |3. " valign="top" align="center"|[[Сreate quotes|'''3. Create quotes''']] <br> <br> [[File:1ag.png|60px|link=Сreate quotes]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/WRZJHb9njeI]]
+  |3. " valign="top" align="center"|[[Сreate quotes|'''3. Create quotes''']] <br> <br> [[File:1ag.png|55px|link=Сreate quotes]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/WRZJHb9njeI]]

@@ Line 53: / Line 53: @@
   |- style="height:100px"
   | " valign="top" align="center" | <U>[[Messages|'''Messages''']] </U> <br> <br>[[File:1ag.png|60px|link=Messages]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://youtu.be/DhbznYfEXPI]]
   |}

← Older revision		Revision as of 08:55, 22 January 2024
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	\| " valign="top" align="center" \| <U>[[PDF_templates\|'''PDF templates''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png\|60px\|link=PDF templates]] [[image:Empty square.jpg\|10px\|link=]] [[File:2ag.png\|60px\|link=https://youtu.be/hCA48afcmR4]]		\| " valign="top" align="center" \| <U>[[PDF_templates\|'''PDF templates''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png\|60px\|link=PDF templates]] [[image:Empty square.jpg\|10px\|link=]] [[File:2ag.png\|60px\|link=https://youtu.be/hCA48afcmR4]]
		+

	\|- style="height:100px"		\|- style="height:100px"

@@ Line 49: / Line 49: @@
   | " valign="top" align="center" | <U>[[Import clients from Excel|''' Import clients''']] </U> <br> <br> [[File:1ag.png|60px|link=Import clients from Excel]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/9oFngi3mXEc]]
-  | " valign="top" align="center" width="300" | <U>[[Create job tenders|''' Tenders''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Create job tenders]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/jsAF3SAr9bQ]]
+  | " valign="top" align="center" | <U>[[PDF_templates|'''PDF templates''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=PDF templates]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://youtu.be/hCA48afcmR4]]
   |- style="height:100px"
-  | " valign="top" align="center" | <U>[[Smartcat integration|''' Smartcat integration''']] </U> <br> <br> [[File:1ag.png|60px|link=Smartcat integration]][[image:Empty square.jpg|20px|link=]]  [[File:2ag.png|60px|link]]
+  | " valign="top" align="center" | <U>[[Messages|'''Messages''']] </U> <br> <br>[[File:1ag.png|60px|link=Messages]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://youtu.be/DhbznYfEXPI]]
   | " valign="top" align="center" | <U>[[MemoQ integration|''' memoQ integration ''']] </U>  <br><br> [[File:1ag.png|60px|link=MemoQ integration]]
   | " valign="top" align="center" | <U>[[TQAuditor integration|''' TQ Auditor integration''']] </U> <br> <br> [[File:1ag.png|60px|link=TQAuditor integration]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/F0fmYK3hF4Q]]