V16 Training · Course 1 of 6
Getting Started
Sign in, find your way around the V16 Desktop, search, work with lists and forms, and see how your role shapes what you can do.
Lessons
- 01
This lesson gets you signed in to Parsimony and shows you the three landmarks you'll use to find everything else.
- 02
This lesson shows you how to use the search bar to reach a list, a new document or a report in a few keystrokes, and how the boxes at the top of a list find the exact record.
- 03
This lesson shows you how to make any list answer a question, using four controls and one habit that stops you telling people a record doesn't exist when it does.
- 04
This lesson explains the difference between saving, submitting, cancelling and amending a document, and why it matters to the people who work from your documents next.
- 05
Comments, connections and printing
This lesson shows you how to keep a document's whole story on the record: comments, assignments, attachments, the activity history, linked documents, and the printout the customer sees.
- 06
How your role changes what you see
This lesson explains how your role decides what you can open and do in Parsimony, what to do when you hit a limit, and where to go after this course.