WEBVTT

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Open Letter Manager from Tools The dashboard
supports selecting

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a CRM recipient or using a separate manual
recipient workflow Templates

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and the Compliance Pack are separate sections
Review the recipient

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document and delivery choices before sending a
real letter

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Open Templates for reusable letter content The
Compliance Pack provides

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the available evidence records and controls A
saved template a prepared

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letter and a delivered letter are different
stages use the dedicated

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guides to follow the complete workflow

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Choose Delivery Note to review delivery-note
records and their reference

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invoice recipient delivery date and status The
training list is

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empty Use the related document workflow when a
real delivery needs

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to be recorded

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Open QR Compliance Records to find document QR
records signature

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status and scan evidence Review the recorded
evidence and verification

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state for the specific document An empty list
does not represent

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a completed signature or verified delivery

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Open Knowledge Base to manage articles and their
groups New Article

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starts an article while the list shows its group
and publication

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date Use clear article titles and review the
intended audience before

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publishing guidance

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Open Calendar under Utilities The monthly view
brings scheduled

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work into context including the fictional task
and project dates

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already recorded in this walkthrough Month Week
and Day provide

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different planning views

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Open Task Filters for a more focused view of work
by staff member

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status billing and related record Saved filter
templates can help

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repeat a useful review Choose filters that answer
a specific operational

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question

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Lead Filters provides a focused view by owner
stage source and other

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recorded lead information Use it to identify
enquiries requiring

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attention and keep the follow-up view consistent
with the current

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lead data

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Open Sales under Reports for invoice item payment
proposal estimate

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and customer reporting Expenses versus Income
provides a separate

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financial comparison Reports reflect recorded
data and the selected

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filters so check the reporting period and
currency context