System settings and configuration

Enter your company details

Set up reference numbers and turnaround times

Set up invoicing

Set up roles

Set up users

Give your staff access to quotes, email and requests

Set up email integration

Set up report templates

Connect to Xero

Set up requests

Turn on AI features

Set up workflows and tasks

Set up email templates

Turn on the Word add-in

Turn on time keeping

Set up sensitivity labels

Work through these steps in order. Sign in as an administrator. To begin with, that is the person who signed up for VOW.

Each page shows the subscription it comes with. Skip any page that does not apply to your subscription.

When you finish, the VOW tutorials show how to use each feature.

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System settings and configuration ​