Quick answer
On your first five files AllDone shows a small "Getting started" card at the bottom right of the job page and the upload page. It points at one part of the screen at a time. Click Next to move on, Done to close it for this visit, or Don't show again to stop it for good.
When you meet this
Whenever you open a job page or its Files page, until you have acted on five different jobs or chosen "Don't show again". The count is yours alone: each person at the firm has their own tour.
What the steps are
The card walks the parts of the screen that are actually present on the page you are on, so the Files page shows just the upload step and the job page the rest:
Upload the records. Drag and drop, or choose, each file onto its slot on the Files page.
Your next action. The card that always shows the one thing the job needs next.
The phase gate. The run control: what the next step needs, any decisions due first, and the one-click run.
Working papers. The live lead schedules and reconciliations, re-rendered after every run.
Documents. Everything AllDone produces as the stages complete.
The header of the card reads "Getting started · step 1 of 5" and, once you have acted on a job, "file 2 of your first 5". The part of the screen being described is outlined in blue and scrolled into view. Back returns to the previous step.
Closing it
Done (on the last step) or closing the browser tab ends the tour for this visit; it returns next time until the five files are reached.
Don't show again records the choice against your user account and the tour never returns.
If something looks wrong
The tour does not appear. Either you have acted on five or more jobs, or "Don't show again" was chosen. Both are permanent; the help tips and this help centre remain. See Getting help.
The card points at nothing. The step is filtered to what is on the page; if a section has not loaded yet, close the card and reopen the page.
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