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Help Center
Getting Started
Getting Started
Start Here
General Information
Working in the Platform
Projects and the Dashboard
Managing Users
Project Management & Approvals
Key Settings Configuration: Phases, Lines of Business, & Resources
Basic Elements of Projects
General Information
Working with Professional Services
Blueprints
Concepts in Effort and Task Building
Basics
Working with Managed Services
Working with Products
Third Party Services
Partner Requests
Working with Surveys
Creating Document Templates
Basics
Making Your Own Documents
Other Resources
ScopeStack Integration Guides
Configuration Guides
CRM
PSA
E-Sign
Reporting
Advanced Integrations
Platform Updates
2024
2023
2022
2021
2020
2019
Getting Started
New to ScopeStack? Learn the ropes here!
Start Here
Getting Started Guide
ScopeStack Blog
Create your first Professional Services Project and Document
Logging in to ScopeStack & Passwords
