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- Getting Started
This is a good place for new Users to get to grips with the Platform. It will guide you through setting up and customising your account and how to navigate through Homepages, Apps, Reports and Records.
- Primary Actions
These are the actions that most Users will perform on a daily basis. This category will take you through adding Records, editing Records, Imports & Exports, Filtering Reports and more...
- User Admin & Access Rights
Create Users and manage Teams to ensure that your Site is set up securely. Define the actions each User can perform and the App and Record visibility that they have.
- Site Admin
Learn how to maintain the Site Resources. This category will show you how to customise the Site Theme, manage the Site Assets and maintain Selection options for Fields.
- App Studio
This is the tool that we utilise to build applications. Here is the documentation that will teach you to maintain your current Apps as well as build Apps from scratch with zero coding.
Here is a list of the most frequent questions that we receive. Check here for help with troubleshooting as well as discovering tips and tricks to improve your Softools experience.