The video below demonstrates how to navigate
the menu and home screen of
StrataCollect.
Step 1: Ensure You Are Logged In and
on the Home Screen
Make sure you are logged into your
account and are on the home screen. The
home screen provides easy access to all
key features and areas of the
system.
Step 2:
Navigate the Home Screen
Layout
The home screen displays an overview of
your activities and a dashboard for easy
navigation. You’ll see options like
"Matters," "Entities," "Locations"
"Letters," and "Templates". You can use these
shortcuts to jump directly to the relevant
section.
Step 3:
Accessing Key Tabs
To navigate between sections, use the
tabs at the top of the page. Each tab
corresponds to different areas like
managing matters, letters, locations, financials, and
more. Click on a tab to access the
relevant functionality.
Step 4: Access Your Profile
Settings
To manage your account, roles, or
settings, click on your profile icon in
the top right corner of the home screen.
Here, you can change your password, view
your activity, or log out. Furthermore as an Admin you can also invite additional users and manage user roles/permissions if required.
Step 5: Logging Out
When you are done, you can log out by
clicking on your profile icon and
selecting "Log Out." Always ensure to log
out after use for security reasons.