Setup For Private Host

Overview

Initial setup guide for Briefcase. Please note this setup should be completed before other users login.

 

See Video

Content

In this video you will learn how to complete Setup.

The first time you launch Briefcase you will be presented with the Setup screen.

Complete Setup before other users login.

Enter your country and time/zone. You can type ahead to shorten the list of options.

Next confirm that you have read and agree to the Software License Agreement.

Enter your license key it is located in the My Account area on our website. It is also included in your order confirmation email.

Personalise your license by entering your company details then click continue,

Select the default currency and tax rates to be used by Briefcase.

Job numbers in Briefcase are auto generated. You can choose to number jobs incrementally by job or by company. Numbering by company means that each company has its own set of numbers. This setting can be changed any time after setup.

Enter your Account details to create the administrator account. The account name must be unique for each user that you create in Briefcase.

Complete setup by clicking Finish.

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