Documentation

How to work with Encorv.

Guides for every part of the product — from your first company to setting up team permissions.

Sections

Getting started

Setting up your workspace, inviting your team, first steps.

Companies and contacts

The company record, linked contacts, contact statuses.

Projects

Stages you define yourself, checklists, budget and expenses.

Tasks

Board and list views, subtasks, priority, multiple assignees.

Notes and activity

Calls, emails and notes on a single interaction feed.

Quotes and files

Uploading documents, linking them to a company or project, link-based access.

Team and permissions

Roles (owner, admin, manager, member), email invitations.

Notifications

When you're assigned a task or a quote's status changes.

Couldn't find an answer?

Write to us directly — our support team responds within one business day.