How these docs are organised
These docs are organised by Diátaxis — every page is one of four kinds: a tutorial, a feature reference, a how-to guide, or a spec lookup. This page tells you when to use which.
On this page
Section titled “On this page”- The four sections
- How to navigate
- Last-updated dates
- See also
The four sections
Section titled “The four sections”| Section | When to read | Example |
|---|---|---|
| Getting Started | Reading from front to back, your first week. | This page; the Onboarding wizard. |
| Features | Looking up “what does this thing do?” | Forecast view table. |
| Guides | Solving a specific task. | ”Create a purchase order.” |
| Reference | Looking up a definition or formula. | KPI reference. |
How to navigate
Section titled “How to navigate”- The sidebar — pick a section, navigate by feature.
- Search — works across every page; uses your query against page bodies.
- Glossary popovers — hover over any underlined term to see a quick definition.
The Reference → Glossary page is the alphabetical list. Hover any term inline to see its definition without leaving the page you’re on.
Last-updated dates
Section titled “Last-updated dates”Every page has a “Last updated” footer. Older pages may be slightly out of date — check the footer if something doesn’t match the live app.
See also
Section titled “See also”- Reference → Glossary — the alphabetical term list.
- Subscription plans — which tier you have decides which features unlock.