Its time to get everything set up. With this guide you’ll be up and running in no time.
There's a few steps to follow and a couple of things to remember in Notion so If you don't know your way around take a glance at the short guide below:
You'll find 50+ documents and templates in the Templates Repository that help you handle freelance assignments and grow professionally and personally.
Those documents and templates can be generated individually as stand alone items, and downloaded in PDF, CSV and HTML or inserted into Notion Workspaces and Client Portals.
In the Client Dashboard you’ll find Synced Blocks that have been prepared. They basically give you the power to enter details once and they'll populate across documents and pages in the related Client Portal. Where Synced Blocks aren't used in pages, docs and templates, details and content will need to be entered manually.
You'll also find that some pages and docs in Fuelance have instructions or dummy content (made up of text that's a light grey color). This is to help you understand what you should replace it with. To explain a little more...