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centraQuest User Guide

This guide describes centraQuest from an end-user perspective. It focuses on everyday work: finding information, opening documents, processing tasks, approving invoices, and using application-specific dashboards.

Target Audience​

  • Employees who work with documents, invoices, orders, contracts, or portal content.
  • Accounting and controlling teams.
  • Department reviewers and approvers.
  • Support teams that need a functional overview of user workflows.

Structure​

  • Getting Started explains the shared centraQuest concepts.
  • Working with Documents covers upload, preview, metadata, versions, comments, and sharing.
  • Tasks and Workflows explains task inboxes, approvals, substitutions, reminders, and workflow history.
  • Applications describes Archive, Invoice, Purchase Order, Contracts, E-Mail Archiving, KI Box, and Portal.
  • Reports and Dashboards covers lists, exports, saved views, and operational dashboards.
  • Collaboration explains responsibilities, notifications, assignments, and external access.
  • Tips and Troubleshooting collects common user-facing issues.
  • Glossary contains terms, statuses, icons, and UI elements.