Skip to content
Learning Center How-To Guides
Guides Being Updated

How-To Guides

Following recent updates to the R2 user interface, we are creating a new set of step-by-step guides that accurately reflect the current platform.

Documentation Update

New How-To Guides Are Coming Soon

R2 continues to evolve, and recent user interface updates have changed how several areas of the platform look and function. We are currently rebuilding our How-To Guides so the instructions, screenshots, and workflows match the latest version of R2.

In the meantime, our team is available to provide a demo, walkthrough, or help answer any questions you have about using the software.

Guide Library

Updated Guides In Progress

The following guides are being rebuilt for the current R2 interface. They will become available here as the updated documentation is completed.

Locations
Coming Soon
Learn how to create, edit, organize, and manage location records throughout the R2 Platform.
Updated guide in progress
Assets
Coming Soon
Learn how to add assets, organize asset information, assign categories, and connect assets with other records.
Updated guide in progress
Tasks
Coming Soon
Learn how to create tasks and work orders, assign work, manage priorities, and track progress through completion.
Updated guide in progress
Contacts
Coming Soon
Learn how to create and manage contacts and connect people or organizations with related records.
Updated guide in progress
Notices
Coming Soon
Learn how to create notice templates, manage communications, and work with notices throughout R2.
Updated guide in progress
Users
Coming Soon
Learn how to add users, manage account access, assign roles, and organize your team.
Updated guide in progress

Need Help Now?

We Can Walk You Through R2

You do not have to wait for the new guides. Contact our team if you have questions about the software, need help with a workflow, or would like a guided walkthrough of the platform.