Difference between revisions of "Client quick start guide"

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[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.
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[[File:Redirect.jpg|40px|link=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page.
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'''For a brief system overview, please check this video:'''  [[File:2ag.png|40px|link=https://youtu.be/_tSEbDvqlQE]]
  
 
{| style="width:700px" border="1" class="wikitable"
 
{| style="width:700px" border="1" class="wikitable"
 
   
 
   
 
  |-style="height:100px"
 
  |-style="height:100px"
  |1. " valign="top" align="center" width="300"  | '''1. Create account''' <br> <br> [[File:1ag.png|60px|link=Create client account]]  
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  |1. " valign="top" align="center" width="300"  | '''1. Create account''' <br> <br> [[File:1ag.png|60px|link=Create client account]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=V05wO-S45K8]]
  
  |2. " valign="top" align="center" width="300" |  '''2. Create quote request''' <br> <br> [[File:1ag.png|60px|link=Create quote request]]  
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  |2. " valign="top" align="center" width="300" |  '''2. Create quote request''' <br> <br> [[File:1ag.png|60px|link=Create quote request]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=oo_hBYAaiSo]]
  
  |3. " valign="top" align="center" width="300" | '''3. Add project'''  <br> <br> [[File:1ag.png|60px|link=Add project]]  
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  |3. " valign="top" align="center" width="300" | '''3. Add project'''  <br> <br> [[File:1ag.png|60px|link=Add project]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/letORpGAC6M]]
 
  |- style="height:100px"
 
  |- style="height:100px"
|4. " valign="top" align="center" | '''4. Finances''' <br> <br> [[File:1ag.png|60px|link=https://wiki.protemos.com/wiki/Client_user_manual#Payables_menu]]
 
  
  |5. " valign="top" align="center" | '''5. Filters'''  <br> <br> [[File:1ag.png|60px|link=Filters, Client account]]  
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|4. " valign="top" align="center" | '''4. Finances''' <br> <br> [[File:1ag.png|60px|link=Finances, Client account]]
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  |5. " valign="top" align="center" | '''5. Filters'''  <br> <br> [[File:1ag.png|60px|link=Filters, Client account]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/3wYUch9sTTU]]
  
  |6. " valign="top" align="center" | '''6. Export data''' <br> <br> [[File:1ag.png|60px|link=Export data, Client account]]  
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  |6. " valign="top" align="center" | '''6. Export data''' <br> <br> [[File:1ag.png|60px|link=Export data, Client account]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=2sPGflJBE7k]]
  
 
  |}
 
  |}

Latest revision as of 08:24, 6 September 2022

Redirect.jpg Back to the Quick Start Guide main page.

For a brief system overview, please check this video: 2ag.png

1. Create account

1ag.png Empty square.jpg 2ag.png
2. Create quote request

1ag.png Empty square.jpg 2ag.png
3. Add project

1ag.png Empty square.jpg 2ag.png
4. Finances

1ag.png
5. Filters

1ag.png Empty square.jpg 2ag.png
6. Export data

1ag.png Empty square.jpg 2ag.png