Help and Support


Everyone needs a little help at some point...

Here to Help


Got a question? Need advice? Want to know how to do something? We love helping out so don't be shy.

We are available via Online Chat either directly from this website, by email or telephone. You're not alone.. we are here to help. 

Tutorial Videos


Why not start with our short & simple video tutorials, designed for you to drop in and out of them as you need.

We'd recommend watching all of them one after the other for the first time. After that, you can simply pick out individual ones to refresh your memory.

Viewing Tips


While watching the videos, we'd recommend selecting full screen by clicking the 'square' icon at the bottom right of the You Tube video.

Also, click on the 'gear' icon and select 'Quality' then select either 720p or preferably 1080p (if available) for maximum clarity.


Introduction and Overview


The Dashboard


Client Centre Overview


The Client T-Card


Adding a new client


Grouping Clients Together


Sending a file (uploading and setting Events)


Managing files


Managing office files


Events and Alerts


Notes


Settings