How Do I - Kaptur Management Suite

Step-by-step instructions / user guides

How do I add a disclaimer to my report?
Every report has a standard disclaimer. There are several additional disclaimer paragraphs built into the Kaptur Management Suite to cover different...
Mon, 20 Jun, 2016 at 11:37 AM
How do I upload a declaration page?
You can upload a scanned PDF signature page within the 'Report Editor' From the Home dashboard and under the heading 'Operations'...
Mon, 20 Jun, 2016 at 11:37 AM
How do I upload a document to the library and send to the client?
 When you are happy with your finished report return to the [Main] section and at the bottom of the page, select [Add to Library]. This will add your comple...
Mon, 7 Mar, 2016 at 12:49 PM
How do I send my report as a link via the Kaptur Management Suite ?
Kaptur Management Suite has a 10 MB limit for sending documents. If your completed report is bigger than 10MB, you can send the report as a “link”. ...
Mon, 20 Jun, 2016 at 11:38 AM
What are the Cleanliness Parameters?
When completing reports and making references to cleanliness, always use the cleanliness parameters as follows; These parameters can be found in t...
Mon, 20 Jun, 2016 at 11:38 AM
'How to set up the Service Level Agreement (SLA) for a Client'
You can set up a 'Service Level Agreement' (SLA) r via the 'Client' screen From the Home dashboard and under the heading...
Mon, 20 Jun, 2016 at 11:39 AM
How do I change the Job address details in the edit suite?
  To change the Job address for a Job in the edit suite simply go to the Job details page. From the Home dashboard and under the heading '...
Mon, 20 Jun, 2016 at 11:38 AM
How I do I add or amend a clerk or user to my Kaptur Management suite?
From the Home dashboard and under the heading 'Set Up' select 'My Details' Select from the Tabs at the top of the screen '...
Fri, 3 Jun, 2016 at 11:55 AM
How do I add or amend a client to my Kaptur Management Suite?
From the Home dashboard and under the heading 'Set Up' select 'Clients' All current clients will be listed click onto the name o...
Mon, 20 Jun, 2016 at 11:39 AM
Where do I add a Service Level Agreement (SLA) for my client
From the Home dashboard and under the heading 'Set Up' select 'Clients' From the Tabs at the top of the screen select 'Service ...
Fri, 3 Jun, 2016 at 3:15 PM