diff --git a/case-management/progress-the-workflow.md b/case-management/progress-the-workflow.md new file mode 100644 index 0000000..b30f922 --- /dev/null +++ b/case-management/progress-the-workflow.md @@ -0,0 +1,7 @@ +--- +title: Progress the workflow +parent: Case Management +nav_order: 4 +--- + +# Progress the workflow diff --git a/changelog/index.md b/changelog/index.md new file mode 100644 index 0000000..9bb79cd --- /dev/null +++ b/changelog/index.md @@ -0,0 +1,6 @@ +--- +title: CHANGELOG +nav_order: 100 +--- + +# CHANGELOG diff --git a/communication-and-documentation/sending-and-saving-correspondence/make-a-call-note.md b/communication-and-documentation/sending-and-saving-correspondence/make-a-call-note.md new file mode 100644 index 0000000..435e0a7 --- /dev/null +++ b/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 diff --git a/communication-and-documentation/sending-and-saving-correspondence/make-a-file-note.md b/communication-and-documentation/sending-and-saving-correspondence/make-a-file-note.md new file mode 100644 index 0000000..f660e63 --- /dev/null +++ b/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 diff --git a/communication-and-documentation/sending-and-saving-correspondence/make-a-memo.md b/communication-and-documentation/sending-and-saving-correspondence/make-a-memo.md new file mode 100644 index 0000000..4b3d263 --- /dev/null +++ b/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 diff --git a/communication-and-documentation/sending-and-saving-correspondence/send-an-email.md b/communication-and-documentation/sending-and-saving-correspondence/send-an-email.md new file mode 100644 index 0000000..14458c7 --- /dev/null +++ b/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 diff --git a/communication-and-documentation/sending-and-saving-correspondence/send-an-sms.md b/communication-and-documentation/sending-and-saving-correspondence/send-an-sms.md new file mode 100644 index 0000000..eb6cb5e --- /dev/null +++ b/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 diff --git a/communication-and-documentation/templates/email.md b/communication-and-documentation/templates/email.md new file mode 100644 index 0000000..dc33bc4 --- /dev/null +++ b/communication-and-documentation/templates/email.md @@ -0,0 +1,7 @@ +--- +title: Email templates +parent: Templates +nav_order: 4 +--- + +# Email templates diff --git a/communication-and-documentation/templates/excel.md b/communication-and-documentation/templates/excel.md new file mode 100644 index 0000000..891bfe6 --- /dev/null +++ b/communication-and-documentation/templates/excel.md @@ -0,0 +1,7 @@ +--- +title: Excel templates +parent: Templates +nav_order: 2 +--- + +# Excel templates diff --git a/communication-and-documentation/templates/index.md b/communication-and-documentation/templates/index.md new file mode 100644 index 0000000..0a7cc32 --- /dev/null +++ b/communication-and-documentation/templates/index.md @@ -0,0 +1,7 @@ +--- +title: Templates +parent: Communication & Documentation +nav_order: 2 +--- + +# Templates diff --git a/communication-and-documentation/templates/pdf-form.md b/communication-and-documentation/templates/pdf-form.md new file mode 100644 index 0000000..131e5d8 --- /dev/null +++ b/communication-and-documentation/templates/pdf-form.md @@ -0,0 +1,7 @@ +--- +title: PDF form templates +parent: Templates +nav_order: 3 +--- + +# PDF form templates diff --git a/communication-and-documentation/templates/sms.md b/communication-and-documentation/templates/sms.md new file mode 100644 index 0000000..977f4d8 --- /dev/null +++ b/communication-and-documentation/templates/sms.md @@ -0,0 +1,7 @@ +--- +title: SMS templates +parent: Templates +nav_order: 5 +--- + +# SMS templates diff --git a/communication-and-documentation/templates/transaction.md b/communication-and-documentation/templates/transaction.md new file mode 100644 index 0000000..3f6e1b9 --- /dev/null +++ b/communication-and-documentation/templates/transaction.md @@ -0,0 +1,7 @@ +--- +title: Transaction templates +parent: Templates +nav_order: 6 +--- + +# Transaction templates diff --git a/communication-and-documentation/templates/word.md b/communication-and-documentation/templates/word.md new file mode 100644 index 0000000..7b1318a --- /dev/null +++ b/communication-and-documentation/templates/word.md @@ -0,0 +1,7 @@ +--- +title: Word templates +parent: Templates +nav_order: 1 +--- + +# Word templates diff --git a/financial/accounts-and-ledger/accounts-ledger-view.md b/financial/accounts-and-ledger/accounts-ledger-view.md new file mode 100644 index 0000000..6ebb786 --- /dev/null +++ b/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 diff --git a/financial/accounts-and-ledger/index.md b/financial/accounts-and-ledger/index.md new file mode 100644 index 0000000..f6371ee --- /dev/null +++ b/financial/accounts-and-ledger/index.md @@ -0,0 +1,7 @@ +--- +title: Accounts & Ledger +parent: Financial Management +nav_order: 1 +--- + +# Accounts & Ledger diff --git a/financial/accounts-and-ledger/setting-currency.md b/financial/accounts-and-ledger/setting-currency.md new file mode 100644 index 0000000..69a280d --- /dev/null +++ b/financial/accounts-and-ledger/setting-currency.md @@ -0,0 +1,7 @@ +--- +title: Setting Currency +parent: Accounts & Ledger +nav_order: 4 +--- + +# Setting Currency diff --git a/financial/accounts-and-ledger/transaction-slips-and-postings.md b/financial/accounts-and-ledger/transaction-slips-and-postings.md new file mode 100644 index 0000000..d22a365 --- /dev/null +++ b/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 diff --git a/financial/accounts-and-ledger/vat-rates.md b/financial/accounts-and-ledger/vat-rates.md new file mode 100644 index 0000000..9f3b3f7 --- /dev/null +++ b/financial/accounts-and-ledger/vat-rates.md @@ -0,0 +1,7 @@ +--- +title: VAT rates +parent: Accounts & Ledger +nav_order: 3 +--- + +# VAT rates diff --git a/financial/index.md b/financial/index.md new file mode 100644 index 0000000..cc756c9 --- /dev/null +++ b/financial/index.md @@ -0,0 +1,6 @@ +--- +title: Financial Management +nav_order: 6 +--- + +# Financial Management diff --git a/financial/reports/index.md b/financial/reports/index.md new file mode 100644 index 0000000..4f70284 --- /dev/null +++ b/financial/reports/index.md @@ -0,0 +1,7 @@ +--- +title: Reports +parent: Financial Management +nav_order: 2 +--- + +# Reports diff --git a/index.md b/index.md index d5517f7..85e50e5 100644 --- a/index.md +++ b/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/) diff --git a/mail-and-in-tray/index.md b/mail-and-in-tray/index.md new file mode 100644 index 0000000..6f851e7 --- /dev/null +++ b/mail-and-in-tray/index.md @@ -0,0 +1,6 @@ +--- +title: Mail & In Tray Management +nav_order: 5 +--- + +# Mail & In Tray Management diff --git a/mail-and-in-tray/mail/index.md b/mail-and-in-tray/mail/index.md new file mode 100644 index 0000000..bc89474 --- /dev/null +++ b/mail-and-in-tray/mail/index.md @@ -0,0 +1,7 @@ +--- +title: Mail Management +parent: Mail & In Tray Management +nav_order: 1 +--- + +# Mail Management diff --git a/mail-and-in-tray/mail/mail-in.md b/mail-and-in-tray/mail/mail-in.md new file mode 100644 index 0000000..e2de20b --- /dev/null +++ b/mail-and-in-tray/mail/mail-in.md @@ -0,0 +1,7 @@ +--- +title: Mail in +parent: Mail Management +nav_order: 1 +--- + +# Mail in diff --git a/mail-and-in-tray/mail/outlook-inbox-and-sent-items.md b/mail-and-in-tray/mail/outlook-inbox-and-sent-items.md new file mode 100644 index 0000000..a47b33a --- /dev/null +++ b/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 diff --git a/mail-and-in-tray/tray/dealing-with-in-tray-items.md b/mail-and-in-tray/tray/dealing-with-in-tray-items.md new file mode 100644 index 0000000..b7c92e4 --- /dev/null +++ b/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 diff --git a/mail-and-in-tray/tray/dealing-with-out-tray-items.md b/mail-and-in-tray/tray/dealing-with-out-tray-items.md new file mode 100644 index 0000000..b280b1e --- /dev/null +++ b/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 diff --git a/mail-and-in-tray/tray/index.md b/mail-and-in-tray/tray/index.md new file mode 100644 index 0000000..3a06120 --- /dev/null +++ b/mail-and-in-tray/tray/index.md @@ -0,0 +1,7 @@ +--- +title: Tray Management +parent: Mail & In Tray Management +nav_order: 2 +--- + +# Tray Management diff --git a/setup-and-configuration/email-and-communication/email-settings-and-smtp.md b/setup-and-configuration/email-and-communication/email-settings-and-smtp.md new file mode 100644 index 0000000..07d0d87 --- /dev/null +++ b/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 diff --git a/setup-and-configuration/email-and-communication/index.md b/setup-and-configuration/email-and-communication/index.md new file mode 100644 index 0000000..e0fdf20 --- /dev/null +++ b/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 diff --git a/setup-and-configuration/email-and-communication/setup-company-credentials.md b/setup-and-configuration/email-and-communication/setup-company-credentials.md new file mode 100644 index 0000000..c1ea855 --- /dev/null +++ b/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 diff --git a/setup-and-configuration/index.md b/setup-and-configuration/index.md new file mode 100644 index 0000000..a094a56 --- /dev/null +++ b/setup-and-configuration/index.md @@ -0,0 +1,6 @@ +--- +title: Setup & Configuration +nav_order: 7 +--- + +# Setup & Configuration diff --git a/setup-and-configuration/user-and-role/index.md b/setup-and-configuration/user-and-role/index.md new file mode 100644 index 0000000..2facf1f --- /dev/null +++ b/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 diff --git a/setup-and-configuration/user-and-role/setup-introducers-intermediaries-and-organizations.md b/setup-and-configuration/user-and-role/setup-introducers-intermediaries-and-organizations.md new file mode 100644 index 0000000..e95d43c --- /dev/null +++ b/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 diff --git a/setup-and-configuration/user-and-role/setup-users-and-roles.md b/setup-and-configuration/user-and-role/setup-users-and-roles.md new file mode 100644 index 0000000..acaa817 --- /dev/null +++ b/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 diff --git a/task-and-workflow/index.md b/task-and-workflow/index.md new file mode 100644 index 0000000..4b2dd7f --- /dev/null +++ b/task-and-workflow/index.md @@ -0,0 +1,6 @@ +--- +title: Task & Workflow Management +nav_order: 3 +--- + +# Task & Workflow Management diff --git a/task-and-workflow/task-actions/calendar-view-of-tasks.md b/task-and-workflow/task-actions/calendar-view-of-tasks.md new file mode 100644 index 0000000..7ddac4b --- /dev/null +++ b/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 diff --git a/task-and-workflow/task-actions/index.md b/task-and-workflow/task-actions/index.md new file mode 100644 index 0000000..7bc5587 --- /dev/null +++ b/task-and-workflow/task-actions/index.md @@ -0,0 +1,7 @@ +--- +title: Task Actions +parent: Task & Workflow Management +nav_order: 1 +--- + +# Task Actions diff --git a/task-and-workflow/task-actions/set-an-action-task.md b/task-and-workflow/task-actions/set-an-action-task.md new file mode 100644 index 0000000..95c23d2 --- /dev/null +++ b/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 diff --git a/task-and-workflow/workflow-progression/index.md b/task-and-workflow/workflow-progression/index.md new file mode 100644 index 0000000..bba226f --- /dev/null +++ b/task-and-workflow/workflow-progression/index.md @@ -0,0 +1,7 @@ +--- +title: Workflow Progression +parent: Task & Workflow Management +nav_order: 2 +--- + +# Workflow Progression diff --git a/task-and-workflow/workflow-progression/making-workflows.md b/task-and-workflow/workflow-progression/making-workflows.md new file mode 100644 index 0000000..59fddad --- /dev/null +++ b/task-and-workflow/workflow-progression/making-workflows.md @@ -0,0 +1,7 @@ +--- +title: Making workflows +parent: Workflow Progression +nav_order: 1 +--- + +# Making workflows diff --git a/task-and-workflow/workflow-progression/setting-up-action-templates.md b/task-and-workflow/workflow-progression/setting-up-action-templates.md new file mode 100644 index 0000000..4a948c0 --- /dev/null +++ b/task-and-workflow/workflow-progression/setting-up-action-templates.md @@ -0,0 +1,7 @@ +--- +title: Setting up action templates +parent: Workflow Progression +nav_order: 4 +--- + +# Setting up action templates diff --git a/task-and-workflow/workflow-progression/setting-up-field-forms.md b/task-and-workflow/workflow-progression/setting-up-field-forms.md new file mode 100644 index 0000000..a541094 --- /dev/null +++ b/task-and-workflow/workflow-progression/setting-up-field-forms.md @@ -0,0 +1,7 @@ +--- +title: Setting up field forms +parent: Workflow Progression +nav_order: 3 +--- + +# Setting up field forms diff --git a/task-and-workflow/workflow-progression/setting-up-fields.md b/task-and-workflow/workflow-progression/setting-up-fields.md new file mode 100644 index 0000000..90942f0 --- /dev/null +++ b/task-and-workflow/workflow-progression/setting-up-fields.md @@ -0,0 +1,7 @@ +--- +title: Setting up fields +parent: Workflow Progression +nav_order: 2 +--- + +# Setting up fields diff --git a/time-and-activity-tracking/index.md b/time-and-activity-tracking/index.md new file mode 100644 index 0000000..ee9a9a0 --- /dev/null +++ b/time-and-activity-tracking/index.md @@ -0,0 +1,6 @@ +--- +title: Time & Activity Tracking +nav_order: 4 +--- + +# Time & Activity Tracking diff --git a/time-and-activity-tracking/record-time.md b/time-and-activity-tracking/record-time.md new file mode 100644 index 0000000..e2f7581 --- /dev/null +++ b/time-and-activity-tracking/record-time.md @@ -0,0 +1,7 @@ +--- +title: Record time +parent: Time & Activity Tracking +nav_order: 1 +--- + +# Record time diff --git a/time-and-activity-tracking/transaction-slips-and-postings.md b/time-and-activity-tracking/transaction-slips-and-postings.md new file mode 100644 index 0000000..714f378 --- /dev/null +++ b/time-and-activity-tracking/transaction-slips-and-postings.md @@ -0,0 +1,7 @@ +--- +title: Transaction slips & postings +parent: Time & Activity Tracking +nav_order: 2 +--- + +# Transaction slips & postings