Quick start guide to Protemos

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Revision as of 16:43, 28 May 2020 by Aleksandra.d (talk | contribs)

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For a brief system overview, please check this video: YT client.png

All the icons are clickable

1.Create Account

WK cl.png Empty square.jpg YT client.png
2.Create/import clients

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3.Create/import vendors
(for Enterprise version)
WK cl.png Empty square.jpg YT client.png
4.Create project

WK cl.png Empty square.jpg YT client.png
5.Assign jobs
(for Enterprise version)
WK cl.pngEmpty square.jpg YT client.png
6.Issue invoices

WK cl.pngEmpty square.jpgYT client.png
7.Record payments

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8.Generate reports

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9.Quotes

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10.Filters and search

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11.Export data

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12.Alerts and notifications

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13.Managers and access
(for Enterprise version)
WK cl.png Empty square.jpgYT client.png
14.Customization

WK cl.png Empty square.jpg YT client.png
15.Licenses
(for Enterprise version)
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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 -is being edited
Taxes

WK cl.png Empty square.jpg YT client.png
Project templates

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Tenders

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SmartCat integration

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memoQ integration

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TQ Auditor integration

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Import vendors

WK cl.png Empty square.jpg YT client.png
Import clients

WK cl.png Empty square.jpg YT client.png
Workflow

WK cl.png Empty square.jpgYT client.png