Difference between revisions of "Quick start guide to Protemos"
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| " valign="top" align="center" | ''' SmartCat integration'''<br> <br> [[File:WK cl.png|60px|link=SmartCAT integration]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/D5UmeR3J22U]] | | " valign="top" align="center" | ''' SmartCat integration'''<br> <br> [[File:WK cl.png|60px|link=SmartCAT integration]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/D5UmeR3J22U]] | ||
− | | " valign="top" align="center" |''' memoQ integration ''' <br> <br> [[File:WK cl.png|60px|link=MemoQ integration]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/ | + | | " valign="top" align="center" |''' memoQ integration ''' <br> <br> [[File:WK cl.png|60px|link=MemoQ integration]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/n5pBiy1IJDI]] |
| " valign="top" align="center" | ''' TQ Auditor integration'''<br> <br> [[File:WK cl.png|60px|link=TQAuditor integration]] [[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=https://youtu.be/F0fmYK3hF4Q]] | | " valign="top" align="center" | ''' TQ Auditor integration'''<br> <br> [[File:WK cl.png|60px|link=TQAuditor integration]] [[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=https://youtu.be/F0fmYK3hF4Q]] |
Revision as of 10:12, 12 June 2020
For a brief system overview, please check this video:
All the icons are clickable
1.Create Account |
2.Create/import clients |
3.Create/import vendors (for Enterprise version) |
4.Create project |
5.Assign jobs (for Enterprise version) |
6.Issue invoices |
7.Record payments |
8.Generate reports |
9.Quotes |
10.Filters and search |
11.Export data |
12.Alerts and notifications |
13.Managers and access (for Enterprise version) |
14.Customization |
15.Licenses (for Enterprise version) |
Taxes |
Project templates |
Tenders |
SmartCat integration |
memoQ integration |
TQ Auditor integration |
Import vendors |
Import clients |
Workflow |
Common notes |
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