Step-by-step instructions
1. Access the main navigation sidebar on the left side of the screen
2. Click any module name to navigate to that feature
3. Note which modules you have access to (visible in navigation) - access is controlled by workspace admin
4. Use the Settings icon to manage your profile, workspace, team, and billing
5. Check module integration points where modules work together (e.g., Library documents available in Search and Anonymisation)
Practical example
Senior notary Marc Dubois explores the main navigation to understand how modules support his daily workflow. He discovers Library for storing his 500+ client deeds organized in folders, Anonymisation for GDPR-compliant document sharing with law students, Smart Drafting for creating new deeds using templates with variables, Agenda for scheduling client meetings that sync with his Outlook Calendar, Translation for converting French deeds to Dutch for Flemish clients, and Templates for managing office-standard clause library. He realises all modules are integrated - a deed uploaded to Library can be anonymized, translated, and used as a template for Smart Drafting - providing a seamless workflow.
Notes and limitations
Module permissions: Not all modules are available to all users - workspace admin controls which features each user can access
Admin-only modules: Some features (Team management, Billing, Workspace settings) are restricted to Admin role only
Module dependencies: Some modules require others to function (e.g., Search requires documents in Library, Smart Drafting uses Templates)
Beta features: Some modules may be in beta phase - enable in Settings > Organization if you want early access
Language consistency: All modules support French, Dutch, and English with consistent interface
Integration: Modules are designed to work together - documents flow between Library, Anonymisation, Translation, and Smart Drafting
FAQ
Q: Which module should I start with as a new user?
A: Start with Library to upload and organize your documents, as it serves as the foundation for other modules. Then explore Anonymisation if you need to share documents externally, Templates if you do repetitive drafting work, or Agenda if you need client scheduling.
Q: Can modules work together, or do I need to switch between them constantly?
A: Modules are tightly integrated. For example, you can upload a document to Library, anonymize it in Anonymisation module (document stays linked), translate it in Translation (accesses Library directly), and use it as a template in Smart Drafting. Documents uploaded once are accessible across all modules where relevant, reducing duplicate work.
Q: Are all modules available to all users in my workspace?
A: No, module access is controlled by your workspace admin through role-based permissions. Admins can assign access to specific modules per user. For example, junior staff might only have access to Library and Anonymisation, while senior notaries have access to all modules including Smart Drafting, CRM, and E-Invoicing. Check with your admin if you need access to additional modules.