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Orderstate Docs
👋
Welcome
Quick Start
🚀
Quick start
How it works
🤝
Add company to network
🆕
Create an order
📘
Create orders using templates
📝
Draft orders
👯
Duplicate orders
✏️ Update an order
✅
Manage milestones
💬
Add comments
📎
Add attachments
✉️ Email notifications
🗒
Activity history
🗺
Use the map
🎳
Add team members
⬇
Bulk Export of Orders
💾
Bulk Import of Orders
🧐
Share orders with customers
Account etc
🧑💻 Create an account
🚪
Sign in and out of Orderstate
⚙️ Manage account preferences
About Orderstate
Intro to Orderstate
What do I need to do to use Orderstate
How is this helping me manage my time more effectively?
Frequently Asked Questions (F.A.Q.)
Templates
Introduction to Order Participants
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⚙️ Manage account preferences
Managing settings
You can update your account preferences by clicking on the profile name or picture and selecting “Settings”.
Change your password
In order to change your password, you can navigate to your profile and select “password”.
Add company location
You can add the location of your company in Company Settings, in order to automate when you have to enter your address in a milestone or other field.
Account etc - Previous
Sign in and out of Orderstate
Next - About Orderstate
Intro to Orderstate
Last modified
2yr ago
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Contents
Managing settings
Change your password
Add company location