Getting Started

You are on the Staff Welcome Page.

A Staff User Guide is available from the Help menu on the top right of any screen in Agiloft.

Get started working with records: Click on a table name in the left pane, or click Tables to expand the menu. From a table view, click the Edit icon to begin editing a record.

Set your user preferences: Expand Expand icon the Home menu in the left pane, then choose Preferences.

To return to this page at any time, click the Home tab.

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For Technical Questions (650) 459-5637 ext 3
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Video Tutorials

Here are some helpful video tutorials. More are available here.