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7 Simple Steps to Start
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