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Guides and support

Help Centre

Step-by-step guidance for setting up your office, generating documents, saving PDFs and solving common problems.

Getting started

  1. Open My Office.
  2. Enter your agency name, address, phone number and email.
  3. Upload your logo and, where required, signature and stamp.
  4. Select a theme colour and save the settings.
  5. Return to the Workspace and choose a document.

My Office

Uploading branding

Choose an image file for the logo, signature or stamp, then select Save Office Settings.

Removing branding

Use the Remove Logo, Remove Signature or Remove Stamp button. The saved image will be removed from your agency profile.

Theme colour

Select a preset colour or choose Custom Colour. The saved colour is applied to supported documents.

Creating a document

  1. Open the document from the Workspace.
  2. Complete all required fields.
  3. Select Generate.
  4. Review the preview carefully.
  5. Use Print / Export after confirming names, dates, amounts and addresses.
Always review a generated document before issuing it to a client.

Printing and saving as PDF

  1. Select Print / Export.
  2. In the print window, choose your printer or Save as PDF.
  3. Check the page preview and paper size.
  4. Save or print the document.

Troubleshooting

A button does not respond

Refresh the page, preferably with Ctrl + F5 on a computer, then try again.

Branding is missing

Return to My Office and confirm that the item is visible in the preview. If it is missing, upload it again and save your agency profile.

The PDF layout looks different

Use a modern browser, check the print preview, use the correct paper size and disable unnecessary browser headers and footers.

Recent work is empty

Recent account activity appears in the workspace after supported actions are completed. Refresh the workspace; if expected activity remains missing, contact support.