Add the base structure for the documentation

case-management/progress-the-workflow.md

@@ -0,0 +1,7 @@
+---
+title: Progress the workflow
+parent: Case Management
+nav_order: 4
+---
+
+# Progress the workflow

changelog/index.md

@@ -0,0 +1,6 @@
+---
+title: CHANGELOG
+nav_order: 100
+---
+
+# CHANGELOG

communication-and-documentation/sending-and-saving-correspondence/make-a-call-note.md

@@ -0,0 +1,7 @@
+---
+title: Make a call note
+parent: Sending & Saving Correspondence
+nav_order: 3
+---
+
+# Make a call note

communication-and-documentation/sending-and-saving-correspondence/make-a-file-note.md

@@ -0,0 +1,7 @@
+---
+title: Make a file note
+parent: Sending & Saving Correspondence
+nav_order: 4
+---
+
+# Make a file note

communication-and-documentation/sending-and-saving-correspondence/make-a-memo.md

@@ -0,0 +1,7 @@
+---
+title: Make a memo
+parent: Sending & Saving Correspondence
+nav_order: 2
+---
+
+# Make a memo

communication-and-documentation/sending-and-saving-correspondence/send-an-email.md

@@ -0,0 +1,7 @@
+---
+title: Send an email
+parent: Sending & Saving Correspondence
+nav_order: 5
+---
+
+# Send an email

communication-and-documentation/sending-and-saving-correspondence/send-an-sms.md

@@ -0,0 +1,7 @@
+---
+title: Send an SMS
+parent: Sending & Saving Correspondence
+nav_order: 6
+---
+
+# Send an SMS

communication-and-documentation/templates/email.md

@@ -0,0 +1,7 @@
+---
+title: Email templates
+parent: Templates
+nav_order: 4
+---
+
+# Email templates

communication-and-documentation/templates/excel.md

@@ -0,0 +1,7 @@
+---
+title: Excel templates
+parent: Templates
+nav_order: 2
+---
+
+# Excel templates

communication-and-documentation/templates/index.md

@@ -0,0 +1,7 @@
+---
+title: Templates
+parent: Communication & Documentation
+nav_order: 2
+---
+
+# Templates

communication-and-documentation/templates/pdf-form.md

@@ -0,0 +1,7 @@
+---
+title: PDF form templates
+parent: Templates
+nav_order: 3
+---
+
+# PDF form templates

communication-and-documentation/templates/sms.md

@@ -0,0 +1,7 @@
+---
+title: SMS templates
+parent: Templates
+nav_order: 5
+---
+
+# SMS templates

communication-and-documentation/templates/transaction.md

@@ -0,0 +1,7 @@
+---
+title: Transaction templates
+parent: Templates
+nav_order: 6
+---
+
+# Transaction templates

communication-and-documentation/templates/word.md

@@ -0,0 +1,7 @@
+---
+title: Word templates
+parent: Templates
+nav_order: 1
+---
+
+# Word templates

financial/accounts-and-ledger/accounts-ledger-view.md

@@ -0,0 +1,7 @@
+---
+title: Accounts ledger view
+parent: Accounts & Ledger
+nav_order: 2
+---
+
+# Accounts ledger view

financial/accounts-and-ledger/index.md

@@ -0,0 +1,7 @@
+---
+title: Accounts & Ledger
+parent: Financial Management
+nav_order: 1
+---
+
+# Accounts & Ledger

financial/accounts-and-ledger/setting-currency.md

@@ -0,0 +1,7 @@
+---
+title: Setting Currency
+parent: Accounts & Ledger
+nav_order: 4
+---
+
+# Setting Currency

financial/accounts-and-ledger/transaction-slips-and-postings.md

@@ -0,0 +1,7 @@
+---
+title: Transaction slips & postings
+parent: Accounts & Ledger
+nav_order: 1
+---
+
+# Transaction slips & postings

financial/accounts-and-ledger/vat-rates.md

@@ -0,0 +1,7 @@
+---
+title: VAT rates
+parent: Accounts & Ledger
+nav_order: 3
+---
+
+# VAT rates

financial/index.md

@@ -0,0 +1,6 @@
+---
+title: Financial Management
+nav_order: 6
+---
+
+# Financial Management

financial/reports/index.md

@@ -0,0 +1,7 @@
+---
+title: Reports
+parent: Financial Management
+nav_order: 2
+---
+
+# Reports

index.md

@@ -12,3 +12,88 @@ Carry out workflow functions such as sending letters, emails, and SMS messages,
 Record financial transactions, invoices, credit notes, and payments from office and client accounts.
 
 Generate global reports for insights into system cases, to assess user activities and billing.
+
+## Table of contents
+
+1. [**Case Management**](/case-management/)
+
+   1. [Open a new case](/case-management/open-a-new-case/)
+   2. [Editing & closing a case](/case-management/editing-and-closing-a-case/)
+   3. [Working on a case](/case-management/working-on-a-case/)
+   4. [Progress the workflow](/case-management/progress-the-workflow/)
+
+2. [**Communication-and-documentation**](/communication-and-documentation/)
+
+   1. [Sending & Saving Correspondence](/communication-and-documentation/sending-and-saving-correspondence/)
+
+      - [Send a letter & save with attachments](/communication-and-documentation/sending-and-saving-correspondence/send-a-letter/)
+      - [Make a memo](/communication-and-documentation/sending-and-saving-correspondence/make-a-memo/)
+      - [Make a call note](/communication-and-documentation/sending-and-saving-correspondence/make-a-call-note/)
+      - [Make a file note](/communication-and-documentation/sending-and-saving-correspondence/make-a-file-note/)
+      - [Send an email](/communication-and-documentation/sending-and-saving-correspondence/send-an-email/)
+      - [Send an SMS](/communication-and-documentation/sending-and-saving-correspondence/send-an-sms/)
+
+   2. [Templates](/communication-and-documentation/templates/)
+
+      - [Word templates](/communication-and-documentation/templates/word/)
+      - [Excel templates](/communication-and-documentation/templates/excel/)
+      - [PDF form templates](/communication-and-documentation/templates/pdf-form/)
+      - [Email templates](/communication-and-documentation/templates/email/)
+      - [SMS templates](/communication-and-documentation/templates/sms/)
+      - [Transaction templates](/communication-and-documentation/templates/transaction/)
+
+3. [**Task & Workflow Management**](/task-and-workflow/)
+
+   1. [Task Actions](/task-and-workflow/task-actions/)
+
+      - [Set an action task](/task-and-workflow/task-actions/set-an-action-task/)
+      - [Calendar view of tasks](/task-and-workflow/task-actions/calendar-view-of-tasks/)
+
+   2. [Workflow Progression](/task-and-workflow/workflow-progression/)
+
+      - [Making workflows](/task-and-workflow/workflow-progression/making-workflows/)
+      - [Setting up fields](/task-and-workflow/workflow-progression/setting-up-fields/)
+      - [Setting up field forms](/task-and-workflow/workflow-progression/setting-up-field-forms/)
+      - [Setting up action templates](/task-and-workflow/workflow-progression/setting-up-action-templates/)
+
+4. [**Time & Activity Tracking**](/time-and-activity-tracking/)
+
+   1. [Record time](/time-and-activity-tracking/record-time/)
+   2. [Transaction slips & postings](/time-and-activity-tracking/transaction-slips-and-postings/)
+
+5. [**Mail & In Tray Management**](/mail-and-in-tray/)
+
+   1. [Mail Management](/mail-and-in-tray/mail/)
+
+      - [Mail in](/mail-and-in-tray/mail/mail-in/)
+      - [Outlook inbox & sent items](/mail-and-in-tray/mail/outlook-inbox-and-sent-items/)
+
+   2. [Tray Management](/mail-and-in-tray/tray/)
+
+      - [Dealing with in tray items](/mail-and-in-tray/tray/dealing-with-in-tray-items/)
+      - [Dealing with out tray items](/mail-and-in-tray/tray/dealing-with-out-tray-items/)
+
+6. [**Financial Management**](/financial/)
+
+   1. [Accounts & Ledger](/financial/accounts-and-ledger/)
+
+      - [Transaction slips & postings](/financial/accounts-and-ledger/transaction-slips-and-postings/)
+      - [Accounts ledger view](/financial/accounts-and-ledger/accounts-ledger-view/)
+      - [VAT rates](/financial/accounts-and-ledger/vat-rates/)
+      - [Setting Currency](/financial/accounts-and-ledger/setting-currency/)
+
+   2. [Reports](/financial/reports/)
+
+7. [**Setup & Configuration**](/setup-and-configuration/)
+
+   1. [User & Role Setup](/setup-and-configuration/user-and-role/)
+
+      - [Setup users & roles](/setup-and-configuration/user-and-role/setup-users-and-roles/)
+      - [Setup introducers, intermediaries & organizations](/setup-and-configuration/user-and-role/setup-introducers-intermediaries-and-organizations/)
+
+   2. [Email & Communication Settings](/setup-and-configuration/email-and-communication/)
+
+      - [Email settings & SMTP](/setup-and-configuration/email-and-communication/email-settings-and-smtp/)
+      - [Setup company credentials](/setup-and-configuration/email-and-communication/setup-company-credentials/)
+
+8. [**CHANGELOG**](/changelog/)

mail-and-in-tray/index.md

@@ -0,0 +1,6 @@
+---
+title: Mail & In Tray Management
+nav_order: 5
+---
+
+# Mail & In Tray Management

mail-and-in-tray/mail/index.md

@@ -0,0 +1,7 @@
+---
+title: Mail Management
+parent: Mail & In Tray Management
+nav_order: 1
+---
+
+# Mail Management

mail-and-in-tray/mail/mail-in.md

@@ -0,0 +1,7 @@
+---
+title: Mail in
+parent: Mail Management
+nav_order: 1
+---
+
+# Mail in

mail-and-in-tray/mail/outlook-inbox-and-sent-items.md

@@ -0,0 +1,7 @@
+---
+title: Outlook inbox & sent items
+parent: Mail Management
+nav_order: 2
+---
+
+# Outlook inbox & sent items

mail-and-in-tray/tray/dealing-with-in-tray-items.md

@@ -0,0 +1,7 @@
+---
+title: Dealing with in tray items
+parent: Tray Management
+nav_order: 1
+---
+
+# Dealing with in tray items

mail-and-in-tray/tray/dealing-with-out-tray-items.md

@@ -0,0 +1,7 @@
+---
+title: Dealing with out tray items
+parent: Tray Management
+nav_order: 2
+---
+
+# Dealing with out tray items

mail-and-in-tray/tray/index.md

@@ -0,0 +1,7 @@
+---
+title: Tray Management
+parent: Mail & In Tray Management
+nav_order: 2
+---
+
+# Tray Management

setup-and-configuration/email-and-communication/email-settings-and-smtp.md

@@ -0,0 +1,7 @@
+---
+title: Email settings & SMTP
+parent: Email & Communication Settings
+nav_order: 1
+---
+
+# Email settings & SMTP

setup-and-configuration/email-and-communication/index.md

@@ -0,0 +1,7 @@
+---
+title: Email & Communication Settings
+parent: Setup & Configuration
+nav_order: 2
+---
+
+# Email & Communication Settings

setup-and-configuration/email-and-communication/setup-company-credentials.md

@@ -0,0 +1,7 @@
+---
+title: Setup company credentials
+parent: Email & Communication Settings
+nav_order: 2
+---
+
+# Setup company credentials

setup-and-configuration/index.md

@@ -0,0 +1,6 @@
+---
+title: Setup & Configuration
+nav_order: 7
+---
+
+# Setup & Configuration

setup-and-configuration/user-and-role/index.md

@@ -0,0 +1,7 @@
+---
+title: User & Role Setup
+parent: Setup & Configuration
+nav_order: 1
+---
+
+# User & Role Setup

setup-and-configuration/user-and-role/setup-introducers-intermediaries-and-organizations.md

@@ -0,0 +1,7 @@
+---
+title: Setup introducers, intermediaries & organizations
+parent: User & Role Setup
+nav_order: 2
+---
+
+# Setup introducers, intermediaries & organizations

setup-and-configuration/user-and-role/setup-users-and-roles.md

@@ -0,0 +1,7 @@
+---
+title: Setup users & roles
+parent: User & Role Setup
+nav_order: 1
+---
+
+# Setup users & roles

task-and-workflow/index.md

@@ -0,0 +1,6 @@
+---
+title: Task & Workflow Management
+nav_order: 3
+---
+
+# Task & Workflow Management

task-and-workflow/task-actions/calendar-view-of-tasks.md

@@ -0,0 +1,7 @@
+---
+title: Calendar view of tasks
+parent: Task Actions
+nav_order: 2
+---
+
+# Calendar view of tasks

task-and-workflow/task-actions/index.md

@@ -0,0 +1,7 @@
+---
+title: Task Actions
+parent: Task & Workflow Management
+nav_order: 1
+---
+
+# Task Actions

task-and-workflow/task-actions/set-an-action-task.md

@@ -0,0 +1,7 @@
+---
+title: Set an action task
+parent: Task Actions
+nav_order: 1
+---
+
+# Set an action task