Setup Wizard
Revision as of 10:09, 29 June 2023 by Ascentadmin (talk | contribs)
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| Navigation | |||
| Complete Intiial setup > Setup Wizard opens automtically | |||
| Overview | |||
| Once the initial setup and import is completed the system will automatically open the Setup Wizard. The Setup Wizard provides quick access to the setup options. Once the setup is complete the user must validate the settings to verify that all of the required steps have been complete. If the setting are valid, the user will be provided the ability to continue to the software. | |||
| • Site Tab | |||
| • Tasks Tab | |||
| • Contacts Tab | |||
| • Notes Tab | |||
| • Documents Tab | |||
| • Invoices Tab | |||
| • Agreements Tab | |||
