Guides & manualsEverything in one place. Pick the depth you need.

First hour guide

Install, profile, new client, File essentials, produce one letter, Calendar, data safety. Plain English. About one hour.

Part B: short recipe for every free-core tool.

Tools how-to

Step-by-step for all free-core tools: tabs, open path, export, honesty limits. Client hub and Forms tab included.

Technical manual

Purpose, honesty table, install and SmartScreen, settings, data safety, exports, troubleshooting, and detailed tool section.