Knowledge Base

Desktop Workbooks is supported on recent versions of all the market-leading web browsers.  We recommend keeping your browser up-to-date to ensure it remains secure against emerging threats. You will be warned during login if the

Workbooks strives to be user-friendly and easy to understand, and this extends into our ‘windows-like’ user interface which we call the Desktop. When you first login you will see your Desktop, your Welcome Message (1), and your

Information on what options the Start Menu contains, how to use Search, personalising your Workbooks User Interface and using shortcuts.

Records in Workbooks are displayed as forms, which are a collection of fields of information. Most fields will be self-explanatory and can be completed by entering text directly into the field. Throughout Workbooks you’ll see

An overview of what you can do when using the mobile version, and what devices are supported.