EnviroAutomate

Standard Operating Procedure (SOP) for creating a new client record with contact details and head office address

Creating a Client

Standard Operating Procedure (SOP) for editing an existing client's details, address, and managing client offices

Editing a Client

Standard Operating Procedure (SOP) for creating a new client report configuration, including selecting report types, setting statement of limitations, uploading document templates, and configuring cover page and Word template settings.

Creating a Client Report Configuration

Trin Murphy

Client records and reporting setup — managing client organisations, their offices, and the report configurations that drive how their reports look.

Clients

Standard Operating Procedure (SOP) for creating a new client office with contact details and address

Creating a Client Office

Standard Operating Procedure (SOP) for editing an existing client office's details, address, and map location

Editing a Client Office

Office locations within a client — creating and editing the individual offices that belong to a client organisation.

Client Offices

Website

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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