Getting started

Getting started

Orientation and recommended first steps for using the QMPlus documentation.

Use this section when you are new to QMPlus documentation or need a quick route into the right guide.

How to use the documentation

QMPlus documentation is organized around the work people do in the system. Start with the user guide when you need to understand a product area, use tutorials when you want a step-by-step walkthrough, and use references when you need exact configuration or permission details.

  • Start with User guide for day-to-day modules such as dashboards, cases, documents, reports, forms, questionnaires, and administration.
  • Use Tutorials when you are setting up a workflow or following a specific process.
  • Use References when you need permission names, access details, or integration setup information.
  • Use search when you know the module, setting, permission, or workflow name you are looking for.