Start here: what Zite is, how it is organized, and how to use this knowledge base.

Set up teams, create projects and manage project settings.

Create and organize the places your project works.

See cases, sites and progress at every level.

Add people, assign roles and set what they can see.

Build, deploy and assign the forms staff fill in.

Install the app, fill in forms and work offline.

Review submissions, set statuses and record your decisions.

Create, assign and complete work with a deadline.

Arrange, filter, share and export your data.

Keep site-linked records in shared tables and see them at a glance.

Automate what happens when a submission comes in.

Record the people connected to and served by each site.

Create and update records in bulk from spreadsheets.

Manage your profile, notifications and mobile sync settings.