Table of Contents Go to Email option Click on Emails, on top bar menu, and a new window will appear. Compose & send Compose email and click on Send.

Table of Contents Click on admin option Place the cursor on Admin option, and a drop-down menu will appear. Click on Sent Agreements, and a new window will appear. Check agreements There you can see sent Client Agreements Details.

Table of Contents Click on admin option Place the cursor on Admin option, and a drop-down menu will appear. Click on New Agreement Service, and a new window will appear. New Agreement Click on New Agreement Service, on right top...

Table of Contents Click on admin option Place the cursor on Admin option, and a drop-down menu will appear. Click on Letter of Engagement, and a new window will appear. Write letter and click on Save.

Table of Contents Click on admin option Place the cursor on Admin option, and a drop-down menu will appear. Click on Manage Invoice Templates, and a new window will appear. New Template Click on New Template, a new window will...

Table of Contents Go to admin option Place the cursor on Admin option, and a drop-down menu will appear. Click on Manage Job Status, and a new window will appear. New job status Click on New Job Status, a new...

Table of Contents Go to admin option Place the cursor on Admin option, and a drop-down menu will appear. Click on Manage Client Types, and a new window will appear. Select new client type Click on New Client Type, a...

Table of Contents Go to admin Place the cursor on Admin option, and a drop-down menu will appear. Click on Manage Job Type, and a new window will appear. Create Job type Click on Create Job Type, a new window...

Table of Contents Go to Admin option Place the cursor on Admin option, and a drop-down menu will appear. Click on Manage users, and a new window will appear. New User Click on New user on right top of the...

Table of Contents Go to reports Place the cursor on Reports option, and a drop-down menu will appear. Click on Completed Jobs, and a new window will appear. There you can see jobs completed by each person.