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around.",{"path":12,"title":11,"description":740,"stem":13,"topic":741},"Sign up with your business name, email and a password to start your free trial.",false,{"path":16,"title":15,"description":743,"stem":17,"topic":741},"Pick your type of business so Hydi adds a sample client, tasks and template for you to explore.",{"path":20,"title":19,"description":745,"stem":21,"topic":741},"Add your first client and give them a task during setup, then send it or keep it as a draft.",{"path":24,"title":23,"description":747,"stem":25,"topic":741},"Confirm your email with a code so Hydi can send reminders and email invitations for your business.",{"path":28,"title":27,"description":749,"stem":29,"topic":741},"Look through the sample client, tasks and template Hydi added so you can see how the work flows.",{"path":32,"title":31,"description":751,"stem":33,"topic":741},"Follow the Getting Started card in the sidebar until your first client and task are set 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form to a task.",{"path":296,"title":295,"description":877,"stem":297,"topic":741},"Retire a published form you no longer use, or bring an archived form back.",{"path":300,"title":299,"description":879,"stem":301,"topic":741},"Remove a form you never used from your Form Library for good.",{"path":304,"title":303,"description":881,"stem":305,"topic":741},"Save a copy of a form to a file or the clipboard so you can reuse it in another business.",{"path":308,"title":307,"description":883,"stem":309,"topic":741},"Add a form to your Form Library from a file or text you exported from Hydi.",{"path":313,"title":312,"description":885,"stem":314,"topic":731},"Share files, collect uploads and get documents signed.",{"path":319,"title":318,"description":887,"stem":320,"topic":741},"Upload a document once so you can attach it to tasks or share it with your clients.",{"path":323,"title":322,"description":889,"stem":324,"topic":741},"Give the client a document from your File Library to read or review with a task.",{"path":327,"title":326,"description":891,"stem":328,"topic":741},"Ask the client to review your documents and sign to confirm, instead of marking the task done.",{"path":331,"title":330,"description":893,"stem":332,"topic":741},"Open or save the files a client has uploaded, for one task or across all their tasks.",{"path":335,"title":334,"description":895,"stem":336,"topic":741},"Check who signed a task, when they signed and what they agreed to.",{"path":339,"title":338,"description":897,"stem":340,"topic":741},"Make a file available to every client from the Documents button on their portal.",{"path":343,"title":342,"description":899,"stem":344,"topic":741},"Group the files you share with clients under headings so they are easier to find.",{"path":347,"title":346,"description":901,"stem":348,"topic":741},"Change the name clients see for a file, or the note you keep for yourself.",{"path":351,"title":350,"description":903,"stem":352,"topic":741},"Swap a file for a newer version by uploading the new one, moving your tasks across and deleting the old one.",{"path":355,"title":354,"description":905,"stem":356,"topic":741},"Remove a file you no longer use from your File Library.",{"path":360,"title":359,"description":907,"stem":361,"topic":731},"Control when and how clients are reminded.",{"path":366,"title":365,"description":909,"stem":367,"topic":741},"Choose how often Hydi reminds clients about tasks with no due date, and how many reminders each task gets.",{"path":370,"title":369,"description":911,"stem":371,"topic":741},"Decide how firmly Hydi reminds clients before and after a task's due date.",{"path":374,"title":373,"description":913,"stem":375,"topic":741},"Set the hours of the day when Hydi is allowed to send scheduled reminders to your clients.",{"path":378,"title":377,"description":915,"stem":379,"topic":741},"Switch on text message reminders for your business, and try a sample message first.",{"path":382,"title":381,"description":917,"stem":383,"topic":741},"Top up your SMS credit balance so Hydi can keep texting your clients.",{"path":386,"title":385,"description":919,"stem":387,"topic":741},"See how many SMS credits you have left and how many Hydi has used this month.",{"path":390,"title":389,"description":921,"stem":391,"topic":741},"Set whether Hydi contacts your clients by email, SMS or both, unless you override it for a client.",{"path":394,"title":393,"description":923,"stem":395,"topic":741},"Let Hydi top up your SMS credits automatically when your balance runs low.",{"path":398,"title":397,"description":925,"stem":399,"topic":741},"Send a text to your own phone to check that SMS is working for your business.",{"path":402,"title":401,"description":927,"stem":403,"topic":741},"Send yourself a sample reminder email to see how your logo and colour look to clients.",{"path":406,"title":405,"description":929,"stem":407,"topic":741},"Stop Hydi reminding a client about a task by completing or cancelling it.",{"path":410,"title":409,"description":931,"stem":411,"topic":741},"Check how many scheduled reminders Hydi has tried to send about a task, and when it last tried.",{"path":415,"title":414,"description":933,"stem":416,"topic":731},"See what needs attention and stay informed.",{"path":421,"title":420,"description":935,"stem":422,"topic":741},"See what each number, card and list on the Dashboard means.",{"path":425,"title":424,"description":937,"stem":426,"topic":741},"Show only the tasks whose due date and time have passed.",{"path":429,"title":428,"description":939,"stem":430,"topic":741},"See what has happened with your clients and tasks since you last looked.",{"path":433,"title":432,"description":941,"stem":434,"topic":741},"Clear the unread count by marking one notification or all of them as read.",{"path":437,"title":436,"description":943,"stem":438,"topic":741},"Turn staff emails and texts for completed and overdue tasks on or off for your business.",{"path":441,"title":440,"description":945,"stem":442,"topic":741},"Open the search box with a keyboard shortcut and go to a main page by typing its name.",{"path":445,"title":444,"description":947,"stem":446,"topic":741},"Know which tasks appear under Needs Attention, Upcoming Due, Recently Completed and Needs Review.",{"path":449,"title":448,"description":949,"stem":450,"topic":741},"Open a task from a Dashboard list to see its details, remind the client or edit it.",{"path":453,"title":452,"description":951,"stem":454,"topic":741},"Select a card under the Dashboard numbers to jump to the matching tasks or clients.",{"path":457,"title":456,"description":953,"stem":458,"topic":741},"See only the tasks for clients assigned to you, or every task in the business.",{"path":461,"title":460,"description":955,"stem":462,"topic":741},"Delete a notification you no longer need from the Notifications panel.",{"path":465,"title":464,"description":957,"stem":466,"topic":741},"See what triggers each kind of notification and what to do about it.",{"path":469,"title":468,"description":959,"stem":470,"topic":741},"Choose how many days late a task must be before Hydi tells you it is overdue.",{"path":473,"title":472,"description":961,"stem":474,"topic":741},"Save your mobile number and choose email, text message or both for your own staff notifications.",{"path":477,"title":476,"description":963,"stem":478,"topic":741},"Move around Hydi and start common jobs with a few keys.",{"path":481,"title":480,"description":965,"stem":482,"topic":741},"See what the banners at the top of the Dashboard mean and what to do about each.",{"path":486,"title":485,"description":967,"stem":487,"topic":731},"Add staff and manage what they can do.",{"path":492,"title":491,"description":969,"stem":493,"topic":741},"Email a new staff member an invitation so they can set their own password and join your business.",{"path":496,"title":495,"description":971,"stem":497,"topic":741},"Create a staff member's account yourself, with a password you choose, so they can sign in without an email.",{"path":500,"title":499,"description":973,"stem":501,"topic":741},"Make a staff member an admin, or return an admin to staff, to change what they can reach.",{"path":504,"title":503,"description":975,"stem":505,"topic":741},"Stop a staff member signing in, and unassign their clients, when they leave your business.",{"path":508,"title":507,"description":977,"stem":509,"topic":741},"Send the invitation email again to a staff member who has not accepted yet.",{"path":512,"title":511,"description":979,"stem":513,"topic":741},"Choose a new password for a staff member, for example if they are locked out or never received their invitation.",{"path":516,"title":515,"description":981,"stem":517,"topic":741},"Find out if your plan includes more than one staff member, and whether you have a seat free.",{"path":520,"title":519,"description":983,"stem":521,"topic":741},"Set your password from the invitation email to join your business in Hydi.",{"path":524,"title":523,"description":985,"stem":525,"topic":741},"See who is on your team, who has not accepted yet, and what each badge means.",{"path":529,"title":528,"description":987,"stem":530,"topic":731},"Set your business details, branding and defaults.",{"path":535,"title":534,"description":989,"stem":536,"topic":741},"Update the name Hydi shows your clients in emails, on their portal and on the invitation page.",{"path":539,"title":538,"description":991,"stem":540,"topic":741},"Choose the timezone Hydi uses for reminders, quiet hours, due dates and due times.",{"path":543,"title":542,"description":993,"stem":544,"topic":741},"Add your logo so clients see it in your emails, on their portal and on the invitation page.",{"path":547,"title":546,"description":995,"stem":548,"topic":741},"Pick the colour Hydi uses in your client emails, on your client portal and on the invitation page.",{"path":551,"title":550,"description":997,"stem":552,"topic":741},"Choose the address clients reply to when they respond to a Hydi email.",{"path":555,"title":554,"description":999,"stem":556,"topic":741},"Show a short line under your business name at the top of every client's portal.",{"path":559,"title":558,"description":1001,"stem":560,"topic":741},"Let clients see your email, phone number and website at the top of their portal.",{"path":563,"title":562,"description":1003,"stem":564,"topic":741},"Take your logo off client emails, the client portal and the invitation page.",{"path":567,"title":566,"description":1005,"stem":568,"topic":741},"Go back to Hydi's default colour in your client emails and on your client portal.",{"path":571,"title":570,"description":1007,"stem":572,"topic":741},"Post a notice, such as holiday hours, that every client sees at the top of their portal.",{"path":575,"title":574,"description":1009,"stem":576,"topic":741},"Pick the type and size of the message clients see on their portal.",{"path":579,"title":578,"description":1011,"stem":580,"topic":741},"Add a button to your portal message that sends clients to a web page you choose.",{"path":583,"title":582,"description":1013,"stem":584,"topic":741},"Stop showing your portal message, either keeping its text for later or deleting it.",{"path":587,"title":586,"description":1015,"stem":588,"topic":741},"Have Hydi fill in a due date for each new task, a set number of days after you create it.",{"path":591,"title":590,"description":1017,"stem":592,"topic":741},"Have every new task start with staff review switched on, so you check a client's work before it completes.",{"path":595,"title":594,"description":1019,"stem":596,"topic":741},"Choose how many hours a submitted task can wait before Hydi warns you it needs review.",{"path":599,"title":598,"description":1021,"stem":600,"topic":741},"Remove the sample clients, tasks and templates Hydi added when you set up your account.",{"path":603,"title":602,"description":1023,"stem":604,"topic":741},"See which Settings page holds each business setting and which article explains it.",{"path":608,"title":607,"description":1025,"stem":609,"topic":731},"Manage your trial, plan, payments and sign-in.",{"path":614,"title":613,"description":1027,"stem":615,"topic":741},"Choose a plan, pay on the secure payment page and start your subscription.",{"path":618,"title":617,"description":1029,"stem":619,"topic":741},"Set a new password for signing in to Hydi while you are signed in.",{"path":622,"title":621,"description":1031,"stem":623,"topic":741},"Replace the card Hydi charges for your subscription, or fix a failed payment.",{"path":626,"title":625,"description":1033,"stem":627,"topic":741},"Stop your paid plan from the billing page and know what happens to your account.",{"path":630,"title":629,"description":1035,"stem":631,"topic":741},"See what the free trial includes, how Hydi warns you and what happens when it ends.",{"path":634,"title":633,"description":1037,"stem":635,"topic":741},"See which plan you are on, whether it is active and which billing buttons you can use.",{"path":638,"title":637,"description":1039,"stem":639,"topic":741},"See why Hydi stops you making changes, what still works and how to restore access.",{"path":642,"title":641,"description":1041,"stem":643,"topic":741},"Change the email you sign in with by confirming a code sent to the new address.",{"path":646,"title":645,"description":1043,"stem":647,"topic":741},"Get a reset link by email and choose a new password when you cannot sign in.",{"path":650,"title":649,"description":1045,"stem":651,"topic":741},"Update the first and last name other staff members see for you.",{"path":654,"title":653,"description":1047,"stem":655,"topic":741},"Switch Hydi between a light screen, a dark screen or your device setting.",{"path":658,"title":657,"description":1049,"stem":659,"topic":741},"Sign out so nobody else can use your account on this device.",{"path":663,"title":662,"description":1051,"stem":664,"topic":731},"What clients receive and see, so you can answer their questions.",{"path":669,"title":668,"description":1053,"stem":670,"topic":741},"Find out what a client sees when they open their private link, so you can answer their questions.",{"path":673,"title":672,"description":1055,"stem":674,"topic":741},"See the invitation email or text a client gets, so you know what to tell them to expect.",{"path":677,"title":676,"description":1057,"stem":678,"topic":741},"See how a client finishes a task and what happens on your side when they do.",{"path":681,"title":680,"description":1059,"stem":682,"topic":741},"See which messages Hydi sends to a client, when each one goes out and what it says.",{"path":685,"title":684,"description":1061,"stem":686,"topic":741},"See what a client fills in after opening an invitation, and what they see if it has expired.",{"path":689,"title":688,"description":1063,"stem":690,"topic":741},"See what a client finds when they open one of their tasks, so you know what they are looking at.",{"path":693,"title":692,"description":1065,"stem":694,"topic":741},"See how a client sends you files on a task, what they can upload and when they can change them.",{"path":697,"title":696,"description":1067,"stem":698,"topic":741},"See how a client opens, saves and submits a form on a task, and what happens after they submit.",{"path":701,"title":700,"description":1069,"stem":702,"topic":741},"See how a client signs a task, adds other signers and finishes, so you can talk them through it.",{"path":705,"title":704,"description":1071,"stem":706,"topic":741},"See how Hydi tells a client a task needs changes and what they can do about it.",{"path":709,"title":708,"description":1073,"stem":710,"topic":741},"See which of your files a client can open from their portal, and where they find them.",{"path":713,"title":712,"description":1075,"stem":714,"topic":741},"Find out why a client's portal link shows an error, and how to get them back in.",1791519135271]