User guide
Welcome to the User Guide.
This section is your practical companion for getting work done day‑to‑day — from finding your way around the interface to creating valuations and managing the sales and documents that support them.
Whether you’re brand new or brushing up on specific tasks, you’ll find step‑by‑step walkthroughs, tips, and answers to common questions.
What you’ll learn
- Navigate the interface with confidence and understand key screens and icons.
- Create, review, and manage valuations end‑to‑end.
- Add and maintain property details and related records.
- Attach, preview, and manage supporting documents.
- Use helpful tools and time‑savers for everyday workflows.
- Troubleshoot common issues and find answers fast.
Before you begin
To get the most from this guide, you’ll need:
- An active account with the appropriate access level.
- A supported web browser (the latest Chrome, Edge, Firefox, or Safari are recommended).
- Optional: sample data or a non‑production workspace if you’re just exploring.
How this guide is organized
- User interface basics — get oriented with navigation, search, and key concepts.
- Working with valuations — create, duplicate, update, and submit valuations.
- Working with properties — manage property records, details, and history.
- Working with attachments — add, view, replace, and download documents.
- Miscellaneous — time‑saving tools, preferences, and lesser‑known features.
- Frequently asked questions — quick answers and troubleshooting.
Quick start
Take a 2‑minute tour of the layout and navigation: User interface basics
Create your first valuation with a simple walkthrough: Working with valuations
Attach supporting documents and share your work: Working with attachments
Conventions used in this guide
- Menus and labels appear as you’ll see them in the app.
- Tips and important notes are called out to help you avoid common mistakes.
- Screens may differ slightly depending on your role and permissions.
Need help?
Speak to your organisation’s administrator for access or policy questions.
If you still need assistance, contact our support team.
When you’re ready, dive in here: User interface basics →