Help

The Help page offers documentation, videos, and instructions for using Appesco. For additional support, contact us at [email protected].

1. Overview:

The Help page provides documentation, videos, and instructions on how to use Appesco. It also offers additional support options.

For a detailed video tutorial, please click here.

2. Additional Support:

If you need further assistance, don't hesitate to contact us at [email protected].

Planning Module - Tasks

Projects, Tasks, and Messages allow you to manage projects and tasks, and communicate while keeping all context in one place.

2 min read

User Guide

Customer Portal Module - Roles & Permissions

The CRM Portal module has two distinct sets of roles: internal roles for your own team, and portal roles for your customers. This article covers all 7 roles, what each one can do, and how they differ.

3 min read

User Guide

Contracts Lifecycle Module

The Contracts Lifecycle Module (CLM) streamlines contract management from creation to completion. It provides tools for managing agreements, approvals, secure signing, and organization, ensuring efficiency and compliance throughout the contract lifecycle.