How do I change my Account plan?

How to Customize templates?

By logging in your profile into the system and select Documents from the main menu,you will open a list with your documents. Select the document you want to assign a template (by the icon View document, at the end of each document or text in Type).). And once you load the ...

How to add To do list to employees ?

To the left, there is a vertical menu To do list, select it. It will display a small window with a field where you can enter tasks, below right is a dropdown menu ADD TO, from it select an employee, then press Done.

How to do To do list to Event ?

To the left, there is a vertical menu To do list, select it. You will see a small window with a field where you can enter tasks. After you fill the information box, select To calendar, located at the bottom, the right to ...

How can I change the account which I use now ?

Upper left you have a menu where you can change the language, style, and account, which are currently in the system. If you have more than one company, and it is registered in the system instead of exiting and entering again with your ...

Fixing the Main Menu

If you want to fix the Main Menu, go to settings, top right, thenin Fixed menu section, select Fixed menu at the top of the page, then save. Now your main menu will appear everywhere!

How to change the logo ?

The logo is set and changed by Account, you can upload a photo to be your company's logo or choose it from the pictures that are taken.

How can be shown the tooltip boxes ?

If you want a window with tootips to be shown in your site, you can set this feature by going to Settings, go to the category Windows with tooltips boxes. Then from the drop-down menu, select Show All, then press Save.