user guide

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Top Right Menu

  

· Category: Opens categories page to add, modify or create new category

· Selection: Opens selections page to add, modify and create selection list for form fields

· Contacts: Opens contacts page for you to see the available email address on your circle

· Teammates: Opens a contacts list page for you to manage teammates of a team

· Switch Them: Allows you to switch between dark and bright theme.

Books List Page

  

· Select a tab to switch between Privet, Team and Public contexts

· Click ‘Create Book’ to create a new book

· Click one of the categories on the list then list of books under that category will expand

· Long click one of the book if you want to remove

· Click a book from the list then the items list page will open all the list of items in that book

· Team context: Select a team to see and work on team resources

· Click ‘Refresh list’ to pull in new resources just created by other team member

Categories List Page

  

· Select a tab to switch between Privet, Team and Public contexts

· Click ‘Create Category’ to create a new category

· Click one of the categories on the list then edit page will open allowing you to edit (note: you cannot modify an existing category existing fields but can only add new fields)

· Long click one of the category if you want to mark it as removed (will no longer be available to create books but the ones that are already created will not be affected)

· Click a ‘Create Category’ which will prompt you a distinct name for your template, that is not already taken. Then a form edit page will open up allowing you to add fields customary to your need on the category form. When done, the category will be available for book creation if the context it is created on. 

Selections List Page

  

· Select a tab to switch between Privet, Team and Public contexts

· Click ‘Create Selection’ to create a new Selection

· Long click one of the Selection if you want to mark it as removed (will no longer be available to create books but the ones that are already created and using this selection will not be affected)

Click a ‘Create Selection’ which will prompt you a distinct name for your template, and list of selection options separated with comma. 

FAQs

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