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Help articles

Set up your first account, invite teammates, and explore the dashboard.

Best practices for organizing customer records, archiving, and filtering.

Draft → sent → paid lifecycle, plus how to share invoices with public links.

Enable 2FA, generate recovery codes, and re-authenticate sensitive actions.

Configure what triggers a notification and how to mark them read.

Upload limits, folder organization, and the 10 MB per-file ceiling.

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