Logo
Community Submit a request
Sign in
  1. Softools
  2. Getting Started

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.

Navigation V18

  • Access Apps via Launch Pad
  • Creating a new record
  • Exporting a Record and Report
  • Left Hand Menu
  • Reports, Records, Forms, Templates, and Fields
  • Search bar
See all 11 articles

Setting Up Your User Account

  • Supported Browsers for using Softools
  • Verifying Your Softools Account and creating a Password
  • Logging into your Softools Site

Navigation

  • Glossary of Icons, Features and Menu Items
  • Homepages and Executive Dashboards
  • Access Apps and Reports via the Launch Pad
  • Reports, Records, Forms, Templates, and Fields
  • Working with Reports
  • Working with Records

Customising your User Profile

  • Accessing your User Profile
  • Enable Email Notifications
  • Translate to your Language (Gisting)
  • Change the Email Address on your Profile

Workshops

  • User Administration Workshop
Logo