As you move through each section of the software for the first time, you should see one or more pop-ups (like the one below) that will help guide you through some of the basics within the software
To access each onboarding tip:
- Click on the box that you’re interested in to view some short tips and a video clip for that corresponding action
- When you’re done viewing that particular tip, click the Okay button
- If you already have a good handle on that part of the software, feel free to click the I’m good button to the right of the Quickstart bar to get it out of your way
- You can always reset these tips later if you need a refresher
- Note: this is a user-specific action