FAQ

Default solution folder, feel free to edit or delete it.

How to start with Application? Or Initial Deployment Process.
Once you purchase the application You will gets your own URL (Application live link) like abc.caoasoftware.com, & will provide you one default Administ...
Fri, 18 Dec, 2020 at 11:28 AM
How to transfer Bulk Data? (Clients, Tasks, Subtasks, Employees, Document Names, Groups & File Labels)
Initially, Our Product advisor will help you to transfer all bulk data. You need to prepare bulk data excel sheet as per the given format & it will be ...
Thu, 17 Dec, 2020 at 3:06 PM
How to start task? How to set Reoccurrence task? How to start single task? How to assign Task to employee?
There are two way to assign task. 1) From “Set Reoccurrence task” 2) from “Start single task”. 1) Set Reoccurrence Task From This page you c...
Fri, 31 Aug, 2018 at 5:24 PM
How to Enter Document in application?
There is many ways to enter documents into the application, Below are details about them.  Through Inward – If any client sends you documents (Through Cur...
Fri, 18 Dec, 2020 at 1:14 PM
How Inward cycle works?
We have developed Inward Procedure with logic as below, One person in your office taking Inward, Now He/She will generate inward for respective client,...
Thu, 17 Dec, 2020 at 7:07 PM
How to get particular reports?
 Below are the reporting pages available in the application. & In any reporting page, you can retrieve desire data by using filters. And you can expo...
Fri, 18 Dec, 2020 at 1:19 PM
How to send Email/SMS to client? Or How to send Email/SMS to Multiple clients?
You can send Email & SMS to clients on his/her registered Mobile Number or Email address. There are two way as below, through Outward Using out...
Fri, 31 Aug, 2018 at 5:30 PM
How to get remaining payment list? & How to Notify clients for all remaining payment?
  From Account---->Bill/Invoice---->list page or you can get data of all remaining payments. & From Account----->Bill/Invoice---->Li...
Fri, 18 Dec, 2020 at 1:28 PM
How to get all complete or In-process or Due tasks list?
  Visit Employee--->Time sheet---->Task wise or Task---->Task Information In both above pages, you can filter data with particular task status...
Fri, 18 Dec, 2020 at 1:51 PM
How to get client wise ledger report?
  From Account--->Client Ledger, You can get Client wise or Group wise ledger report for a particular time period in a separate tab.  For More details...
Fri, 18 Dec, 2020 at 2:06 PM