Welcome to the help and documentation portal

If you’re new to , this a good place to get acquainted with our basic functionality. If you’re already familiar with our software, you can use the search function to find answers to more complex questions.  

provides a business software platform capable of automating any business process, improving customer relationships, managing workflows, and creating a secure, auditable space for your information. Our applications require no custom coding, which allows you to quickly create fully automated systems designed specifically to fit your company’s needs. We currently have out-of-the-box solutions for:

The following guide serves as a reference for the building blocks of . We begin by introducing the basic components and then move into more detailed explanations of functionality. Because many of these concepts and terms crop up frequently in our documentation, our program text, and conversations with our support staff, it’s helpful to understand how all the pieces fit together. Included are examples and videos designed to deepen your understanding of the program and answer fundamental questions about how the system works. To begin, we’ll introduce the concepts.      

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