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Download usage instructions

From the DBLinx customer dashboard, you can download usage instructions specific to your company as a PDF. The document contains your company code, the address and sign-in details of each product, and the first steps for every enabled product; use it to distribute to your team or to follow the setup step by step.

  • Every user who signs in to the customer dashboard. The document shows the username of the person who downloaded it.

How do I download the usage instructions?

From the DBLinx customer dashboard, you can download usage instructions specific to your company as a PDF. Who can do this: every user who signs in to the customer dashboard. The document shows the username of the person who downloaded it. The document contains your company code, the address and sign-in details of each product, and the first steps for every enabled product; use it to distribute to your team or to follow the setup step by step.

Steps

  1. Go to the customer dashboard and sign in.

    The "Usage instructions" item at the bottom of the customer dashboard's left menu (with demo data)
    1. 1Downloads the instructions PDF

  2. At the bottom of the left menu, click Usage instructions. While the document is being prepared, the item shows Preparing… .

  3. The PDF downloads to your computer; open and read it, or share it with your team.

Result The usage instructions specific to your company download as a PDF.

What does the document contain?

The usage instructions PDF brings together your company's sign-in details and the first steps for each product in a single document. It contains your company code, your username, and the addresses of the customer dashboard and of each product; it then walks you through the initial setup steps, in order, for every enabled product among DBLinx, SmartMail, SmartFiles and SmartOperator.

First page of the usage instructions PDF: company code, username and a short list of products (with demo data)
  1. 1Your company code
  2. 2Your username
  3. 3Customer dashboard address
  4. 4Your products and their addresses
  • Sign-in details: your company code, your username, the customer dashboard address, and each product's own web address and mobile app details.
  • First steps with DBLinx: sign in to the dashboard, set up departments if you wish, add people, grant product access and send the password link.
  • First steps with SmartMail: connect your domain, create the first email account and link accounts to users.
  • First steps with SmartFiles and First steps with SmartOperator: for the products enabled for your company.

Next to each step is the address of the relevant documentation page; see that page for details.

Does the document contain a password? No. The usage instructions contain no password or password-setting link; the document can be downloaded again at any time.
"The document could not be prepared right now" warning Try again in a few minutes.

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