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Product tours

How to access Cradle's in app tours to learn about the software's features and functionality

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Written by Support
Updated over a week ago

Overview:

The product tour provides step-by-step walkthroughs of the key functionality of Cradle. Go to the bottom right corner and click “Get Started” to select the tours you want.


Here is a video to show you how to use the in-app tours:

Video Length: 59 seconds

Alternatively, you can read the how-to below.

One of the easiest ways to learn how to get the most from Cradle is with our in-app tours:

Cradle's in-app tours cover:

  • Overview: provides an overview of the layout and structure of Cradle.

  • Create company: Provides a walkthrough of how to create a company.

  • Add agreement: Takes you through how to onboard a lease agreement.

  • Agreement overview: This takes you through the agreement level view.

  • Add modifications: This takes you through how to add a lease modification.

  • Company overview: A run-through of the company-level view.

  • Add general ledger codes: A tour on how to add general ledger codes, which is how to integrate with your applicable ERP.

  • Export journals: This tour will show you how to run your journals.

  • Run financial reports: Details all of the financial reports available in Cradle.

  • Create custom reports: An important tour if you want to run reports with different data sets.

  • Templates and Custom Fields: This shows how you can capture any type of information related to your lease portfolio.

  • Invite other users: how to invite other users to Cradle, including your auditors!

To access the product tours you should be able to click "Get Started" at the bottom right of your screen:

If you cannot access the tours at the bottom right of your screen select here:


FAQs:

  • For more specific questions how to use Cradle, what other help do I have? We have the AI assistant that you can ask any questions relating how to use Cradle and we have an extensive help article liability to help you understand how to use Cradle. We also have the support chat in case you encounter more complex questions


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