7 Simple Steps to Start

Here you will find the step by step setup process to get started

10 articles in this collection
Written by Linda Vazquez and Gabriel Ionita

Onboarding Step by Step

A guide on how to setup your account

Written by Linda Vazquez
Updated over a week ago

7 Simple Steps to Start

Written by Linda Vazquez
Updated over a week ago

Before you Start - Register and Create an Account

Before you can create an audit using the online portal, you will need to register and create an account, the below guide will show you how.

Written by Linda Vazquez
Updated over a week ago

About Company/Department

This article explains the Company/Department section in the admin portal. You can create, edit, or delete a company/department here.

Written by Gabriel Ionita
Updated over a week ago

Setup your Area Locations/Branch/ Store

Adding locations after the companies or departments have been created.

Written by Linda Vazquez
Updated over a week ago

Configure the Audits using Form Builder

How to configure the audits using form builder

Written by Linda Vazquez
Updated over a week ago

Report Setup and Styles

How to configure the layout of the report style of your choice.

Written by Linda Vazquez
Updated over a week ago

Choose, Customize or Create Audit Templates

How to select, setup, customize, and create an audit template.

Written by Linda Vazquez
Updated over a week ago

How to Add a New User

This article helps you add a new user, their details, roles, and manage access rights in the admin portal.

Written by Gabriel Ionita
Updated over a week ago

Setup an Email Distribution Template

How to configure the email templates for each Form/Checklist.

Written by Linda Vazquez
Updated over a week ago