Try the system free for 10 days
Start with one service and a sample file. Compare finding its information and resuming work with your current method.
Test file follow-up with less repeated searching
- Choose a service and a suitable workflow.
- Add a sample file with a document or note.
- Update its stage, then return to evaluate the follow-up.
After registration, open the assistant’s getting-started guide or request the first configuration through a support ticket.
Create the account
Agency and sign-in details
Your account will be created immediately and you will enter the dashboard directly.