Guides

Practical how-to guides for common workflows and edge cases. New guides are on the way.

Coming soon

How to correct a scanned field

Fix a value recodocument extracted incorrectly before it's saved.

Coming soon

How to match a certificate to a transaction

Line up a creditable certificate with the sale or purchase it relates to.

Coming soon

How to invite a teammate

Add a new user to your business and assign their role.

Coming soon

How to switch between businesses

Move between the businesses your account has access to.

Prefer a live walkthrough instead? Request a demo.