OfficeTools
Getting Started
- Aimi Interface
- Checklist - When and How to use them
- Introduction to Billing
- Letterhead Options
- OfficeTools Layout
- What is a Document Category
Billing
- Sales Tax Regions
- Tracking a Payment
- How to Track Time in OfficeTools
- How to Create a Work Code
- How to Setup Billing Tiers and Multipliers
- How to add WIP to an existing Invoice in OfficeTools
CRM
- How to Create a Contact
- What is More Contacts used for
- Schedule Interface
- Creating a Note
- Holidays and Event Types
- Creating an Appointment
Projects
- Checklist
- Project Interface
- Project Tool Bar needs updating for the new Project View
- Creating a Project Definition
- Creating an Assignment Group
- Managing Projects in Mass
Integrations
Documents
- How to Install a Document Add-in
- PDF Printer Driver in OfficeTools
- Creating a New Document
- Global Document Settings - Folder Options
- Global Document Settings - Copying Tab
- Creating a Document Review
Mobile App
Installation
FAQ
- Aimi crashes when selecting items on the Task List
- Aimi Fails to Launch
- Aimi is slow or freezes when sending/receiving messages
- ESigned documents aren't downloading into OfficeTools
- Fields in OfficeTools are being cut off
- How to restart the Services when OfficeTools is slow to refresh the page