Start your guided SignBas3 trial
Choose a representative workflow and define what success should look like before setup begins.
Before you beginUse a representative record and confirm you have the permissions required for this area.
Step by step
- Choose one or two real jobs that reflect your normal mix of work.
- List the people who need to quote, plan, produce, purchase or report.
- Confirm whether you are starting clean or importing from WorkflowMax.
- Book a review point halfway through the trial.
Good practice
A focused trial using real workflow beats an empty demonstration account.
If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.