Quick Start Guide

Thereforeâ„¢ Online SMB comes packaged with some pre-configured categories so you can start working with your Thereforeâ„¢ system right away. These categories are split into six different folders:

•Accounting

•Contracts

•Customer Support

•Human Resources

•Order Management

•Sales Support

These default folders and categories reflect common departments found within SMBs and areas where Thereforeâ„¢ can provide high value by digitizing information and automating processes. Complete descriptions of all folders and categories, along with some tips and best practice ideas, can be found starting in the next section.

However, Thereforeâ„¢ can also do much more than what's shown here! While the default categories are designed based on best practices and collective experience from SMBs all over the world, you may wish to do more. With Thereforeâ„¢, you can easily modify, customize, and expand your solution to fit the way your organization works. Thanks to the easy scalability of Thereforeâ„¢, you can expand your system as you see fit and allow it to grow with your business.

Want to learn more?

Additional resource for showing you how to get the most of your Thereforeâ„¢ system can be found here. Whether you need to create new users, edit an index data field, or learn how to set permissions, the comprehensive Thereforeâ„¢ tutorials will guide you every step of the way.