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Basic User Guide
Start here to learn how to manage records, documents, workflows, and generate reports. Perfect for daily users performing core business tasks.
View Basic User GuideWorkflow Managers
Manager Guide
Manage workflows, coordinate teams, configure routing and notifications, and access advanced reporting features.
View Manager GuideAdministrators
Administrator Guide
Complete system configuration, user management, security settings, workflow access, statistics, auditing, and organization-wide controls.
View Administrator Guide