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User Manual · About this manual

How to use it — read it, search it, jump from the app

You can read this manual three ways.

Read it. Each module chapter follows the same eleven parts — introduction, prerequisites, the cockpit, the menu, the workflows, the forms, the documents and prints, approvals, the reports, the settings, and a "good to know" close — so once you have read one chapter you know how to read them all.

Search it. Every section has a short, descriptive title and is written to stand on its own. If you land in the middle of the manual from a search, the section you arrive at will still make sense, and its "See also" links will take you to whatever it depends on.

Jump from the app. Sections of this manual are linked from the screens they describe, so help opens at the right place rather than at a contents page.

Two markings to know. Where your company's workflow depth changes how a task is done, the passage is marked [Simple] or [Standard] — see 0.5 Workflow depth. And wherever a section refers to a labelled drawing of a screen, it is numbered Figure n.m and named, so you can match the picture to the words field by field.

Snapshot: portal-v0-2026-11-10