Training Guides
Planned Maintenance
Please click on the image below to access the Planned Maintenance Training Guide.
The Development Wizard
Please click on the image below to access the Development Wizard Training Guide.
Property Floats in CPL
Please click on the image below to access the Property Floats Implementation Guide.
Reports
Please click on the image below to access the Reports Training Guide.
Email Properties
Please click on the image below to access the Email Properties Training Guide.
Client Web Portal
You will find links below to Training Guides related to the CPL Client Web Portal. Client Web Portal Training Guides and Helpsheets Authorising New Web User Accounts Helpsheet - Client Portal Documents Tab
Working with Contractors who are using Blockworx
Please click on the image below to access the Working with Contractors who are using Blockworx Training Guide.
Warranties and Maintenance Contracts
Please click on the image below to access the Warranties and Maintenance Contracts Training Guide.
The Development Wizard
Please click on the image below to access the Development Wizard Training Guide.
Resource Centre
Please click on the image below to access the CPL Resource Centre Training Guide.
Permissions
Please click on the image below to access the User Permissions Training Guide.
Bank Reconciliation
Please click on the image below to access the Training Guide for Running a Bank Reconciliation.
Mail Merge
You will find links below to Training Guides related to Mail Merge in CPL. Mail Merge Training Guides Mail Merge Training Guide v1.3 Mail Merge Training Guide for Azure Clients v1.2
Jobs Maintenance
Please click on the image below to access the Jobs Maintenance Training Guide.
In-Tray
You will find links below to Training Guides related to CPL's In-Tray Module. In-Tray Module Training Guides In-Tray Training Guide v1.2 In-Tray Exchange Service and Outlook In-Tray Add-In Integration v1.1 Helpsheet - Reinstating Your In-Tray Outlook ...
Insurance Module
You will find links below to 2 Insurance Module Training Guides which take you through setting up insurance policies in CPL and running through the insurance claims process. Insurance Policies Training Guides Insurance Policies Training Guide v1.2 ...
Estimates
Please click on the image below to access the Estimates Training Guide.
Document Types
Please click on the image below to access the Document Types Training Guide.
Document Templates
Please click on the image below to access the Document Templates Training Guide.
Development Financial Tab
Please click on the image below to access the Development Financial Tab Training Guide.
Credit Control and Client Statuses
Please click on the image below to access the Credit Control and Client Statuses Training Guide.
Client Notices
Please click on the image below to access the Client Notices Training Guide.
CPL Training Guides - Introduction
These training guides and Helpsheets below form part of CPL's Knowledge Base which is available for all CPL users at https://contact.cplsoftware.com/portal/home The CPL Knowledge Base will be continually updated with additional guides and ...
Budgeted Accounts
Budgeted Accounts Training Guides You will find links below to 6 Budget Account Training Guides which take you through the whole process for setting up and using budgeted accounts for developments in CPL. Budgeted Accounts Training Guides Budget ...