Knowledge base | InkSoft Support Center

Setup Checklist

The Setup Checklist is a very usefull tool to use during the initital setup of your InkSoft account. The checklist can help you keep track of your progress of your account.

Getting to the Setup Checklist

  1. Click the Training Index button in the left column of the dashboard.
 

Getting to the Setup Checklist Cont'd...

  1. Click Setup Checklist
  2. Clicking the category name will present the tasks associated to that category
  3. Clicking the check box next to a task will mark the task complete
    • Note: Checking the box will update the number that displays in the red bubble
  4. The title of the task is a clickable link that will take you to the desiginated area of the admin area
  5. The "?" button will open the knowledge base article for that step in a new tab of your browser