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Getting help: the tour, help tips, this help centre and support

Help lives in the first-run tour, the "?" help tips, this help centre, the support chat bubble where it is switched on, and support by email.

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Written by Steven Briginshaw

Quick answer

Start with the tour on your first jobs, use the "?" help tips beside the run card, the working papers and the client communication card, search this help centre, and email support at [email protected] for anything else.

The tour

On your first five files a "Getting started" card walks the job page and the upload page: uploading the records, your next action, the run card, the working papers and the documents. Next moves on, Done closes it, Don't show again stops it for good. See The guided tour on your first jobs.

Help tips

A small "?" next to a heading opens a panel with three parts: what the screen does, what to look for, and common gotchas. You will find it in three places:

  • The run card (the phase gate): what the next step needs, the decisions due first, and that every recorded decision goes to the register and flows into the next run.

  • Working papers: the live lead schedules, the badges for open review points, and why numbers cannot be edited in place.

  • Client communication: the calls for the job, how notes are masked before they are stored, and that the Before call sets the profit intent.

Click close or the "?" again to dismiss it.

This help centre

Every article here starts with a quick answer, says which stage and step it belongs to and who usually does it, then walks the screen in the order you meet it. Related articles are linked at the end of each one. If you are unsure where you are on a job, read The job hub: the stage spine, files, documents and working papers first.

The help centre from inside the app

Help in the top bar opens this help centre in a new tab, and every "?" help tip ends with a More in the help centre link.

Signing in to read

The articles about running a job (the four stages, decisions, exports, settings) are for AllDone users. If one asks you to sign in, use your AllDone email and password, the same as the app; there is no separate help centre account. The quickest way in is Help in the app's top bar, which brings you here already recognised.

Support

Where your environment has the support chat switched on, a bubble sits in the bottom right corner of every screen: click it to message the AllDone team without leaving the job. See Getting support in the app: the chat bubble.

Otherwise, email [email protected]. The same address appears on the "Confirm your email address" page for anyone stuck at sign-in.

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