Users & Contacts

• Reset password
• Duplicates in contacts. Merging contacts and users.

Checklists

• How to assign a checklist
• How to add a task to the checklist
• How to edit a task date
• How to void a checklist
• How to delete a checklist

Transactions

• How to create a transaction
• Buying transaction
• Active buyer
• Edit, close, delete and re-open transactions
• Sharing transactions with the clients

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Paperwork

• How to split and merge documents
• Assigning documents from Unsorted
• How to add multiple documents to one placeholder on the checklist
• How to split and merge documents
• Assigning documents from Unsorted

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