Document conventions

This document is intended to be used as a reference guide, so you can dip in and out of it as and when required. However, it can also be read from start to finish to give you a working understanding of the Starter Packs.

The following table describes important conventions used throughout this document when talking about Starter Packs and their components.

Conventions

Term

Description

Starter Packs This refers to an entire application and all of its tools and components; entities, formulas, lookups, screens, documents, workflow, and processes. Starter Packs may be also referred to as "the application" to improve readability. When talking about Starter Packs this always refers to the current version, unless stated otherwise
Common terms Process. A process orchestrates a series of tasks and creates tasks when it requires you to something in order for it to progress.
 
Task. An activity that must be completed in order to progress a matter, e.g. entering an estate agent.
Fields and button names Field and button names are shown in bold, so that it is easier to identify them. Example:
 
In Name, type a name and click OK
Menus and commands Menus and commands are shown in bold, so that it is easier to identify them. Example:
 
Click File > Open
Notes Notes (including general notes, cautions, tips, and warnings) are used to call your attention to important advisory. Example:
 

NOTE It is good practice to save your work as you go

Click and press Click refers to choosing a command or option. Press refers to pressing a key on the keyboard to initiate an action. Example:
 
Click OK
Press Ctrl
Select and clear Select refers to clicking a check box to place a tick in it. Clear refers to clicking a check box to clear a tick from it. Example:
 
Select the Primary key check box
Clear the Encrypt check box