Document Header SetupThe document header consists of your company logo and the default information that is common for commercial correspondence. However, Teamogy is a very flexible system and the document header can be also adjusted or modified. Please contact your...

About DocumentsThe Teamogy system will help you to manage the control of all your documents, from your first contact with a client, to writing meeting notes, to creating a quotation for the client, to filling the signed contract. You can create and store all important...

Print LayoutThis manual will show you how to set up a print layout at documents. You can apply this manual to all elements of Teamogy. 1. In the left navigation menu unroll Documents. 2. Click on My Documents or All Documents.  3. Click on New document or choose...

Statuses Any type of record, Documents, Jobs, Tasks, Invoices…, in Teamogy can have its own set of statuses, which help you to easily see the actual record progress. Statuses can be assigned manually or they are driven by an automatic approval procedure (depending on...

CategoriesCategories help you to sort your records in Teamogy. In the system default settings, there are few predefined categories, which can be easily changed /expanded for every type of record in Teamogy. If you want to choose category, check the GIF below. This...

New Contract1. In the left navigation menu, select unroll Documents. 2. Click on My Documents or All Documents.  3. Click on New document. 4. Choose Contract.5. Complete all details. Mandatory fields are red underlined (can be different by company’s settings). 6....

Primer inicio de sesión en TeamogyCada usuario nuevo recibe un correo electrónico inicial con los detalles de inicio de sesión: nombre de usuario, contraseña temporal y enlace al sistema. 1. Haga clic en el enlace del correo electrónico inicial. Introduzca su nombre...