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Version 9 How To Guides


Palm-Tech How To Guides provide step by step instructions on a variety of topics. Below is the list of available How to Guides.

The documents below are broken up into categories to help you find the exact How To you are looking for.

You can view How To's for previous versions by selecting the version you want to see.

Version 8 Version 7 Version 6/6.5

App Basics

PC Basics

Cloud Drive

Template and Report Customization


Installation and Updates