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  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.

User Profile

  • Logging into your Softools Site
  • Reset your Password
  • Verifying your Softools Account and Creating a Password
  • Logging Out
  • When should you Log Out?
  • My Profile - Viewing & Editing Personal Info
See all 7 articles

Customising your User Profile

  • Support for Languages and Translations
  • Enable Email Notifications
  • Accessing your User Profile
  • Changing Your Email Address

Site Navigation

  • Site Homepages
  • Access Apps via Launch Pad
  • Dashboards
  • V-18 Icons New

App Navigation

  • App Home
  • Left Hand Menu
  • Search bar
  • Quick Filters
  • Working with Reports
  • Working with a Record
See all 7 articles

Workshops

  • Tech Scan - A Digital Consolidation & Transformation Roadmap
  • Become an App Builder with Softools ABC
  • User Administration Workshop
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