Difference between revisions of "Quick start guide to Protemos"

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:::::::::[[File:For the Vendor Quick start guide click here..png|250px|link=Vendor quick start guide]] [[File:For the Vendor Quick start guide click here. (1).png|250px|link=Client quick start guide]]
 
:::::::::[[File:For the Vendor Quick start guide click here..png|250px|link=Vendor quick start guide]] [[File:For the Vendor Quick start guide click here. (1).png|250px|link=Client quick start guide]]
  
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  | " valign="top" align="center" | '''Workflow '''<br> <br> [[File:1ag.png|60px|link=Project details, Workflow tab]]  [[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/L7D0pmtKJS0]]
 
  | " valign="top" align="center" | '''Workflow '''<br> <br> [[File:1ag.png|60px|link=Project details, Workflow tab]]  [[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/L7D0pmtKJS0]]
  
|- style="height:100px"
 
| " valign="top" align="center" | ''' Common notes'''<br> <br> [[File:1ag.png|60px|link=Common notes]] [[image:Empty square.jpg|20px|link=]]  [[File:2ag.png|60px|link=]]
 
 
| " valign="top" align="center" |'''''' <br><br> [[File:1ag.png|60px|link=]]  [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]
 
 
| " valign="top" align="center" |'''''' <br><br> [[File:1ag.png|60px|link=]]  [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]
 
  
 
  |}
 
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Revision as of 15:27, 1 July 2020

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

All the icons are clickable

1.Create Account

1ag.pngEmpty square.jpg 2ag.png
2.Create/import clients

1ag.pngEmpty square.jpg 2ag.png
3.Create/import vendors
(for Enterprise version)
1ag.pngEmpty square.jpg 2ag.png
4.Create project

1ag.png Empty square.jpg 2ag.png
5.Assign jobs
(for Enterprise version)
1ag.pngEmpty square.jpg 2ag.png
6.Issue invoices

1ag.pngEmpty square.jpg2ag.png
7.Record payments

1ag.pngEmpty square.jpg2ag.png
8.Generate reports

1ag.pngEmpty square.jpg2ag.png
9.Quotes

1ag.pngEmpty square.jpg2ag.png
10.Filters and search

1ag.pngEmpty square.jpg2ag.png
11.Export data

1ag.png Empty square.jpg2ag.png
12.Alerts and notifications

1ag.pngEmpty square.jpg 2ag.png
13.Managers and access
(for Enterprise version)
1ag.pngEmpty square.jpg2ag.png
14.Customization

1ag.pngEmpty square.jpg 2ag.png
15.Licenses
(for Enterprise version)
1ag.png Empty square.jpg 2ag.png


For the Vendor Quick start guide click here..png For the Vendor Quick start guide click here. (1).png
For the Vendor Quick start guide click here. (2).png
Taxes

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

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

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

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

1ag.png Empty square.jpg 2ag.png
TQ Auditor integration

1ag.png Empty square.jpg2ag.png
Import vendors

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

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

1ag.png Empty square.jpg2ag.png