# Trackado Help Center > Help center for Trackado ## Getting Started - [Product Tour](http://help.trackado.com/en/articles/4669435-product-tour.md): An introduction to Trackado's modules and features. - [Step 1: How to work with your Contracts](http://help.trackado.com/en/articles/1413049-step-1-how-to-work-with-your-contracts.md): Learn how to add, manage and maintain your contracts. - [Step 2: How to work with Events and Reminders](http://help.trackado.com/en/articles/1413103-step-2-how-to-work-with-events-and-reminders.md): See how to create events and reminders for your contracts. - [Step 3: How to work with Financial Reporting](http://help.trackado.com/en/articles/1413140-step-3-how-to-work-with-financial-reporting.md): Find out how the financial reporting works. - [Add Users, Business Units and Authorizations](http://help.trackado.com/en/articles/1413144-add-users-business-units-and-authorizations.md): Add users, create business units and assign authorizations to control access to your contracts. - [Use the Dashboards and Reporting](http://help.trackado.com/en/articles/1413132-use-the-dashboards-and-reporting.md): The built-in reporting will help you to get deep insights into your contract portfolio. ## Contracts and Billing Transactions - [Contract Inbox and Contract Repository](http://help.trackado.com/en/articles/8377234-contract-inbox-and-contract-repository.md): How to use the contract inbox and contract repository to efficiently transfer and store contracts in Trackado. - [Contracts](http://help.trackado.com/en/articles/2032368-contracts.md): Everything about maintaining contracts and how to use the available fields and properties. - [Billing Transactions](http://help.trackado.com/en/articles/2037488-billing-transactions.md): Billing transaction are used to model the financial aspects of your contracts and are the basis for powerful financial reporting. - [Master Contract Functionality](http://help.trackado.com/en/articles/2032663-master-contract-functionality.md): How to associate contracts to each other to reflect master and sub-agreement structures. - [Renewals, Changes & Amendments](http://help.trackado.com/en/articles/2621887-renewals-changes-amendments.md): How to handle contract renewals, changes and amendments in Trackado. ## Events and Reminders - [An Introduction to Events and Reminders](http://help.trackado.com/en/articles/2020110-an-introduction-to-events-and-reminders.md): The basics about events and reminders and how they can help you to keep track of milestones and to-dos. - [Recurring Events and Reminders](http://help.trackado.com/en/articles/3514401-recurring-events-and-reminders.md): Configure events and reminders to be repeated based upon a certain schedule. - [Using Events and Reminders to keep track of To-Dos](http://help.trackado.com/en/articles/2028280-using-events-and-reminders-to-keep-track-of-to-dos.md): A step-by-step guide on how to use events and reminders to keep track of to-dos and action items related to contracts. ## Workflows - [Start Workflows](http://help.trackado.com/en/articles/4785239-start-workflows.md): How to configure and start a workflow. - [Workflow Progress](http://help.trackado.com/en/articles/4785296-workflow-progress.md): How workflows are processed and approved. - [Workflow Templates](http://help.trackado.com/en/articles/4785410-workflow-templates.md): How to configure and use workflow templates. ## E-Signing - [Start E-Signing Process](http://help.trackado.com/en/articles/8371199-start-e-signing-process.md): How to configure and start an e-signing process. - [E-Signing Processes](http://help.trackado.com/en/articles/8377089-e-signing-processes.md): How e-signing processes are run and administered. ## Reporting - [List Views](http://help.trackado.com/en/articles/2037898-list-views.md): How to find information and report on your data by using searching, filtering and sorting in the list views. - [Financial Reporting](http://help.trackado.com/en/articles/2038087-financial-reporting.md): Use the financial reporting to gain transparency over your contract related costs and revenues. ## Settings and Configuration - [Number format, Date and Calendar Settings](http://help.trackado.com/en/articles/1992107-number-format-date-and-calendar-settings.md): You can adjust your number format, date format and first day of the week in your user profile. - [Users, Business Units and Authorizations](http://help.trackado.com/en/articles/1956128-users-business-units-and-authorizations.md): Add users and create business units to assign authorizations and control access to your contracts. - [Single Sign-On \(SSO\) Configuration](http://help.trackado.com/en/articles/2882289-single-sign-on-sso-configuration.md): Set up single sign-on \(SSO / SAML\) for you account. - [Global Activity Log Export / Audit Trail](http://help.trackado.com/en/articles/6694509-global-activity-log-export-audit-trail.md): Export your complete account activity log as Excel or PDF file. - [Set up Two-Factor-Authorization for your Account](http://help.trackado.com/en/articles/6708009-set-up-two-factor-authorization-for-your-account.md): Enhance your account security by requiring a second form of identification to sign in. - [Categories](http://help.trackado.com/en/articles/2004225-categories.md): Maintain categories to cluster your contracts and/or events by categories. - [Contract Number](http://help.trackado.com/en/articles/7965800-contract-number.md): Automatically create a customized contract number for each contract that is saved to the repository. - [Organizational Units](http://help.trackado.com/en/articles/2004259-organizational-units.md): Use organizational units to cluster your contracts by department, team group, etc. - [Custom Fields](http://help.trackado.com/en/articles/2518275-custom-fields.md): Use custom fields to maintain contract and business partner data relevant for your specific use case and requirements. - [Mandatory Attachments](http://help.trackado.com/en/articles/6694543-mandatory-attachments.md): Enforce that a file or link needs to be added to a contract before it can be saved to the repository. - [Reminder Email Configuration](http://help.trackado.com/en/articles/6786616-reminder-email-configuration.md): Adjust and customize Trackado's reminder emails to your requirements. - [Default Reminder Settings](http://help.trackado.com/en/articles/7966575-default-reminder-settings.md): Configure your default reminder configuration, such the reminder email frequency or the default reminders for the contract lifecycle dates. - [Global Expiry Notification](http://help.trackado.com/en/articles/7966608-global-expiry-notification.md): Configure an email notification that is sent prior to a contract's end date and that is independent of any event and reminder configuration. - [Company Name and Account Ownership](http://help.trackado.com/en/articles/8607298-company-name-and-account-ownership.md): Change the company name and set the account owner. - [Billing and Payments](http://help.trackado.com/en/articles/2013253-billing-and-payments.md): Maintain your billing details and access your invoices. - [Subscription Management](http://help.trackado.com/en/articles/2013202-subscription-management.md): How to activate and change your subscription plan. ## Developers / Integrations - [Connect through Zapier](http://help.trackado.com/en/articles/5575599-connect-through-zapier.md): Connect other applications and automate processes through Zapier. - [Slack Integration](http://help.trackado.com/en/articles/6933195-slack-integration.md): How to add and configure the Trackado Slack App to stay up-to-date with Trackado event reminders within Slack. - [API](http://help.trackado.com/en/articles/5575586-api.md): How to integrate to Trackado through the API. ## Frequently Asked Questions - [Is my data secure?](http://help.trackado.com/en/articles/2008650-is-my-data-secure.md): Trackado has security mechanisms in place to keep your data safe and private. - [Can I import contracts to Trackado?](http://help.trackado.com/en/articles/2006762-can-i-import-contracts-to-trackado.md): Data can be imported to Trackado by using an Excel template. - [How can I export data from Trackado?](http://help.trackado.com/en/articles/2008626-how-can-i-export-data-from-trackado.md): Trackado provides Excel and PDF export functionality. Files can be downloaded. - [Do you offer an on-premise version?](http://help.trackado.com/en/articles/2007322-do-you-offer-an-on-premise-version.md): Trackado is a cloud-based software and cannot be installed on-premise. - [How do I hard-refresh my browser cache?](http://help.trackado.com/en/articles/9293150-how-do-i-hard-refresh-my-browser-cache.md): If the application does not behave as expected, a hard refresh of the locally cached application assets can help. - [How can I apply a coupon during checkout?](http://help.trackado.com/en/articles/10256312-how-can-i-apply-a-coupon-during-checkout.md): Learn how to add a campaign coupon during checkout.