USER MANUAL

An in-depth guide to getting the most out of your business

November 2011

SohoOS user manual, version 2.4

Table of Contents
Creating an account with SohoOS ................................................................................................................................... 3 Getting Started ................................................................................................................................................................. 4 Setting your password ...................................................................................................................................................... 4 Adding some basic details................................................................................................................................................. 5 Importing your contacts ................................................................................................................................................... 6 Personalizing your SohoOS account ................................................................................................................................ 7 Business information and details...................................................................................................................................... 8 My business ...................................................................................................................................................................... 9 Customize theme .............................................................................................................................................................. 9 System counters ............................................................................................................................................................. 10 Currencies & Exchange rates .......................................................................................................................................... 10 Tax calculations ............................................................................................................................................................... 10 Terms & Conditions ........................................................................................................................................................ 10 User management .......................................................................................................................................................... 10 Webmail settings ........................................................................................................................................................... 11 Your Personal Zone ........................................................................................................................................................ 12 Premium plans ................................................................................................................................................................ 13 Email ............................................................................................................................................................................... 13 Calendar .......................................................................................................................................................................... 14 Communication .............................................................................................................................................................. 15 Check rates...................................................................................................................................................................... 16 SMS messages ................................................................................................................................................................. 15 VoIP telephone calls........................................................................................................................................................ 17 Mass mailing ................................................................................................................................................................... 18 Sending faxes .................................................................................................................................................................. 18 Activity log ...................................................................................................................................................................... 19 Contact management..................................................................................................................................................... 19 Managing clients ............................................................................................................................................................. 21 Tracking leads ................................................................................................................................................................. 21 Vendor management ...................................................................................................................................................... 21 My Business .................................................................................................................................................................... 21 Sales quotes .................................................................................................................................................................... 21 Sales orders ..................................................................................................................................................................... 23 Invoices ........................................................................................................................................................................... 24 Requesting payment ....................................................................................................................................................... 25 Products .......................................................................................................................................................................... 25 Services ........................................................................................................................................................................... 26 Purchase Orders.............................................................................................................................................................. 27 PriceBooks....................................................................................................................................................................... 29 Projects ........................................................................................................................................................................... 29 Tools ............................................................................................................................................................................... 30 My Documents ................................................................................................................................................................ 30 Freelance Arena .............................................................................................................................................................. 31 SohoDocs - Business documents and templates ............................................................................................................ 32 LeadsWidget - Get more customers for your business .................................................................................................. 33 My Account .................................................................................................................................................................... 34 My Balance...................................................................................................................................................................... 34 Settings - Personalizing a feature in the system ............................................................................................................. 35 SohoOSMe Online Business Directory ......................................................................................................................... 35 SohoOS iPhone Application ........................................................................................................................................... 37 SohoOS Support 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Creating an account with SohoOS

In order to enjoy the SohoOS features, you will need to create an account. To do so, please go to the SohoOS homepage at http://www.sohoos.com, fill in your business name and your e-mail address and click Sign Up. The email address will also be used for password recovery, so make sure it is a valid address that you check often.

Image 1 SohoOS sign up

After you have completed entering your details, an email will be sent to you with all your login information.

Image 2 Creation of your account

SohoOS user manual, version 2.4

Getting Started
After you have successfully created your account, you can now follow three quick steps to personalize your account. Step 1: Setting your password For safety reasons we advise you to replace the password that was originally given to you. Enter a new password (twice, for confirmation purposes) save it and continue. This action can be done numerous times later from the "Settings" feature, found in the dropdown menu under "My Account". This can also be done by clicking "Change Password" at the bottom of the left-side menu on the "My Zone" page.

Image 3 Setting your password

SohoOS user manual, version 2.4

Step 2: Adding some basic details, such as uploading your business logo or picture. This logo will be your stationery header for all documents leaving the system.

Image 4 Uploading your business logo

Once your logo is uploaded, you will be asked to fill out basic details, such as your business' location, an international phone number and the industry of your business.

Image 5 Basic details

SohoOS user manual, version 2.4

Step 3: Importing your contacts - SohoOS allows you to import your contacts directly from all major web mail accounts such as Gmail, Yahoo! Mail, Hotmail etc All you have to do is enter your email address followed by the password you use to log in to your email provider and click Import.

Image 6 Importing your contacts

Once you click Import a screen will appear with all of the contacts from your web mail provider. On the right side of every contact is a drop down box. You can choose to import your contact as a lead, an account, a vendor or just as a contact. Finish the process and your contacts will receive an email invitation to join, allowing better collaboration. If you dont wish an invite to be sent out, simply uncheck the contact next to its name and an invitation will not be sent.

SohoOS user manual, version 2.4

Image 7 Choosing contacts to retrieve

Should you choose to invite all of your contacts to explore SohoOS, make sure that you check the relevant box. Important note: Your privacy is crucial to us. Your password will only be used to retrieve your contacts and is not stored on our system.

Personalizing your SohoOS account

Every business is unique, with different information and different needs. The first thing that needs to be done once you have successfully logged into your account is to make sure that you update all of the business details, contacts and users information. It is recommended to enter as many details as possible regarding your business. This will enable you to start using the system as smoothly as possible and with minimal configuration in the future. Click the My Account tab located on the green bar and choose "Settings" from the dropdown menu to choose from the different features you wish to customize, or skip to the next item for a stepby step guide.

SohoOS user manual, version 2.4

Business information and details The first thing that needs to be done is to set up your business profile. These details will aggregate to every feature in the system such as your invoices, purchase orders etc. These details will also appear on your SohoOSMe business page.

Image 8 Business profile

Under "My Account" located on the green bar, choose Settings from the dropdown menu, followed by "Business Profile". By default, Business Profile already holds data so you should enter the correct information for your business. You may also upload a personalized logo or picture to the system if you haven't already.* Once you are done entering all of the relevant information, click Save Changes and move on to the next phase.
*Recommended format of your logo should be .jpeg, .jpg or .png and up 300 pixels width

SohoOS user manual, version 2.4

My Business Page Directly below the tab for "Business Profile" you will see a tab for "My Business Page". Your public business page will already contain the information entered in the "Business Profile" setting, but this tab will allow you to add content and links to the page. Simply fill in the title and URL of your desired links and they will be updated to your business page.

Image 9 Business page

Customize Theme The last step in editing the look of your public business page is to click the "Customize Theme" tab located below the "My Business Page" link. Here you will be given a visual list of themes that you may select to alter the appearance of your business page.

Image 10 Customize theme 9 SohoOS user manual, version 2.4

User management The person who opened the business account is automatically defined as the administrator of the system. An administrator may choose to add users who have certain roles in the business. To begin setting up users for your business, click the My Account tab on the green bar, Choose "Settings" from the dropdown menu followed by Manage Users. You may also add a user directly from your personal "Zone" by clicking the Add New User action item from the action list located on the lefthand side of the screen. When adding a new user, please note that the username must be a valid email address.

Username must be a valid email address.

Image 11 User management

Currencies & Exchange rates By default, SohoOS uses U.S. Dollars as the default currency. You may edit any of the currencies available on the system or choose to add a new one. If you wish to change your default currency, go to settings and then Currencies. Here you will be given the option to switch your default currency. Please note that each user on a given account can change their default currency independently. Each currency comes with a default conversion rate. Click Edit next to the currency you wish to modify and personalize it to your convenience. Tax calculations Every country has its own tax laws and every business needs to comply with the local tax regulation. Click the My Account tab on the green bar and then "Settings" from the dropdown menu followed by Tax Calculations. You can choose to edit a predefined tax calculation or create a new one by clicking the Edit button. Once clicked, enter the name of the desired (or undesired) tax and its percentage value then click Save and youre ready to go. Terms & Conditions This is the footer that will be attached to all legal documents leaving the system on your behalf. Click the My Account tab on the green bar, Choose "Settings" from the dropdown menu followed by "Terms and
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Conditions" to edit them. We already entered a default message on your behalf, so make sure you change it to fit your business needs. Webmail settings Working in the SohoOS environment is much easier if you also use your email account. To do so, you need to define the email servers and options used to access your email account. If you do not know the correct configuration, please check with your mail provider for the settings required. If you are using a Gmail account for example, the settings for your incoming mail server should be as follows: Incoming server: imap.gmail.com User name: your web mail username Password: your web mail password Mail protocol: IMAP2 SSL Options: SSL Certificate validation: Do not validate SSL cert

Image 12 Incoming mail server

Once finished, click Save and your mail is configured and fully operational for work. You can now access it directly by clicking the email icon on the green bar.

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Setting your outgoing mail server allows having all outgoing emails appear as if they were sent from your personal email. If you will not set your outgoing mail service, each mail that will be sent through the system will simply appear as being sent from the default email address listed below (User Name). If you are using a Gmail account for example, the settings for your outgoing mail server should be as follows: Server Name: ssl://smtp.gmail.com:465 User Name: your web mail username (e.g. Sohoos@gmail.com) Password: your web mail password From Email: Optional

Image 13 Outgoing mail server (default)

Your Personal Zone Upon logging in to the system, you are automatically shown your personal zone. Being at your zone allows for a topdown view of your account activity, combined with a personal feed that allows you to write notes and reminders to yourself. From here you can quickly create new contacts, leads, invoices or anything else that generates a record in your system. The table on the top righthand side provides you with general statistics about your account, while the list on the left-hand side is the "Action list", containing "Action items" for basic actions such as importing your contacts or downloading SohoOS user manual.

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Image 14 My Zone

Joining one of our premium plans allows full usage of all premium services available in the system, such as the communication suite and the business documents and templates. Make sure to check out our special offers and choose the package that best suits your business needs. Email SohoOS allows you to import your email account directly into the system. This feature was made available to make the system a complete turnkey solution for your business. Adding your email account lets you send business documents and interact with your clients, leads and vendors directly from within the platform, using your preexisting email. To begin, click the icon located on the green bar. If you have already defined your email server configuration in the Web Mail Settings, part of setting up your system, you should see your inbox in an easytouse interface built to make everything simple and structured. If you did not complete the relevant web mail settings, you will automatically be taken to the settings page. Fill in the relevant details and click Save.

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Image 15 Working with Emails

Managing your email directly from within the SohoOS environment is extremely simple. On the left are the folders or labels you predefined in your web mail, the top right box shows the list view of the emails available and the bottom part shows the actual messages. The SohoOS email application behaves just like any other email application but it is now linked directly to your SohoOS account. To compose a new message, click the Compose Mail button on the top. If you wish to reply to a message, choose it from the list view and click Reply. Since we believe that you know how to use email, no further instructions are needed here.

Calendar Fully integrated into your platform is a calendar that interfaces with every feature in the system. It is designed so that you can access it and create events from wherever you want. Click the Calendar icon located on the green bar to open the calendar's weekly view, which is the default view. This can also be changed into a daily, monthly or yearly view. Hovering over a specific time slot will show a little plus sign. Clicking it will open a small window where you can fill in the relevant data for your event. Keep in mind that the system will not let you schedule an event if the time for that event had already passed.

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Image 16 Your personal calendar

To edit a specific event, you must first click on the event to enter the edit view. Next to the "Events" tab is a tab labeled "To Dos". This will open a task manager that allows you to create list items and track activity.

Communication
SohoOS integrates communication services directly to your account. Click the Communication icon located on the green bar to access the communication suite. Please note that our communication tools are premium services and require credit to use. To deposit funds into your SohoOS account, click the tab on the left side of your personal zone screen. Since our communication services are a premium feature, the price per service will be deducted from your account balance. To check our rates, please click the icon located at the bottom-right of each communication tab. When using the communication features, remember to insert your number as well as the recipient's number, including the international area code (even when contacting someone domestically). Check rates: Clicking the icon under each different communication tab allows you to check its rate. For example, under the "Call" feature, you will be re-directed to a window where you will have to indicate your location as well as your recipient's location. Next, click "Check rates" and all rates will be shown (land to land, mobile to land, mobile to mobile etc.)

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Image 17 Check rates

SMS messages Sending SMS messages to your contacts directly from within SohoOS is extremely easy. All you have to do is click the Communication icon on the green bar, followed by "SMS. Click the icon on the bottom to open your contact list. Only contacts that have a mobile number entered into their details will appear on the list. You can either choose a contact directly from the list, or type in the recipients number directly.

Image 18 Sending SMS messages 16 SohoOS user manual, version 2.4

Now fill in your number. This is the number that will be shown in the sent SMS as the "reply to" number. Write down your message and click Send SMS. Since SMS is a premium feature, the predefined price per SMS sending will be deducted from your account balance. Important note: When entering the SMS recipients number, enter the country code on the left using the + sign. For example, an SMS to a U.S. Number should begin with a +1 followed by the number itself. VoIP telephone calls VoIP stands for Voice Over IP, and is becoming the standard for telephone calls as the world moves towards internetbased infrastructure. The quality of the call is amazing and the pricing is unbelievable. To check rates by country, click the icon on the bottom right. You can use SohoOS to make telephone calls, and nothing is simpler. Click the icon on the bottom to open your contact list (only contacts who have a telephone number defined will be shown), or enter their number manually under Who are you calling?. Enter your number below (don't forget the international area code) and click CallIf you already . registered your number, it will show up automatically in this screen. ( on't worry about selecting the (.country code from the dropdown menu in this case as it will already be taken care of SohoOS will now hook up both lines directly. Your telephone will ring. Pick it up and wait to be connected. Once the other party answers the call, the VoIP call will begin. Important note: You cannot make a VoIP call with less than $3 in your account. If you do try to make a VoIP under these circumstances, a notification will prompt you with simple directions on how to add sufficient credit to your account.

Image 19 Making VoIP calls

Since VoIP calls are a premium feature, the price per call will be deducted from your account balance automatically.
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Important note: When entering the call recipients number (as well as your own number), enter the country code on the left using the + sign. For example, calls to the U.S. should begin with a +1 followed by the number. Make sure to exclude the 0 at the start of the number. Mass mailing (upcoming feature) Being able to send out emails in mass distribution is key when wanting to send a general message to a large number of people, or for marketing campaign distribution in the form of newsletters, product updates etc. Built into the SohoOS platform is a simple to use mass mailer. Simply navigate to the Communication icon on the green bar followed by Mass Mail. Clicking the icon displays the list of all contacts that were supplied with an email address. You may choose as many contacts as you want or choose Select All on the top of the list. Selected contacts will be marked in green. Now type in your details and the message you want to send. By default, the editor is a textonly editor. If you wish to format a message in HTML, click the Looking for a plain text html editor? link. Finished? Click Send. Mass mail is a premium feature. Your account will be charged with the relevant fee in accordance with the number of emails sent. You will be charged only for sending mass mails. Regular emails send from the email feature are free of charge. Important note: No one likes spam. By signing up with SohoOS you agreed not to send any kind of spam mail whatsoever.

Sending faxes In order to send a fax message directly from the system, click the Communication icon on the green bar followed by Fax. Choose the contact to which you wish to send the fax to from the contact list (by clicking the icon) or enter their fax number manually. Choose a file to send and click Send. Fax sending is a premium feature. Your account will be charged with the relevant fee in accordance with the number of pages sent.

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Image 20 Sending faxes

Activity log: To access activity logs for services in our communication suite, simply select the applicable tab and click the icon located at the bottom of the menu. (Sometimes this button must be clicked twice) This will provide you with a comprehensive and detailed list of your recent history.

Image 21 SMS log 19

Image 22 Call log

SohoOS user manual, version 2.4

Image 23 Fax log Note: When viewing your fax log, you can also view the individual files that you have previously sent.

Contact management
The Contacts icon is located on the green bar. This is a unified view of all the contacts you have in your account. It includes contacts, clients, leads and vendors. When a contact is defined simply as a contact, it will still show up on all the communication screens, but they are not associated with any other Feature in the system. To create a contact, simply click the icon on the green bar. A list will pop up asking you what type of contact you wish to create (Lead, Contact, Vendor, Client). Choose the relevant type from the list and fill in the details such as name, address, phone number etc. and click Save. Another way to create a new contact is through the "Quickly create" feature located on the "My zone" page.

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Image 23 Contact Management

Managing clients These are the contact details of your clients. To create a new contact, click the Contacts button located on the top lefthand side and choose "New Contact". It is imperative to fill in as many details as possible, including mobile numbers, fax numbers and billing address. These will be linked to communication features as well as to financial services such as invoices. To search through your clients, click the a CSV type file, while the icon. Clicking the icon will allow you to import clients using

icon allows you to export them. You can also import from your email by

clicking . If you have not yet set up an email for your account, you will be asked to do so after choosing this option

Tracking leads Marketing leads are contact details of people who may turn out to be customers. They can be generated through a wide variety of ways such as marketing campaigns; word of mouth, trade shows etc. Tracking your marketing leads is a key component of customer generation and retention. Begin by clicking Contacts ( icon) on the green bar followed by New Contact ( icon). Choose to "Add Lead ". You may search your leads using the icon on the top. You may also edit a lead by clicking its name and then the edit button. When creating a new lead, make sure that you fill in as many details as possible. Clicking the export them. icon will allow you to import leads using a CSV type file, while the icon allows you to

Vendor management If you are a business that buys its goods from different suppliers, you need to be able to keep tabs on your vendors. Click the Contacts icon on the green bar followed by New Contact to start working. Choose to "Add Vendor" from the list. A vendor can be added directly from within this screen, or added through the "Quickly Create" Feature located in your "Zone". ont forget to include telephone number and email address, since these details will be needed for usage with the different communication services bundled in the system. If you already have a list of vendors, you can import a CSV file by clicking the you to export all of your vendor data. icon. The icon allows

My Business
Sales quotes A sales quote is a document offering basic information regarding a product or service you wish to supply. Once accepted by your client it will become a Sales Order, followed by an Invoice. It details the work or
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products you are about to supply as well as the costs. Make sure you update your product inventory and your accounts prior to starting work with quotes. It will make the whole process much easier. Start by clicking "My Business" on the green bar, followed by "Quote.

Image 24 - Quotes

When you create a sales quote by clicking the New Quote icon on the green bar, you must fill in not only the contact details of the prospective client, but also the list of products and services. The prices for products and services are taken directly from the Products feature found under My Business, as well as the Services feature. Tax calculations are based on the tax settings definable under Settings. Once a
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quote is created and saved, click the quote name in the quotes table. On the right are action buttons that allow different activities such as Create Invoice", Create Sales Order etc. Once clicked, you will be re directed to the relevant screen. When a quote is turned into a sales order or into an invoice, it does not disappear from the quotes list. Once you click the quote name, you will see all the relevant activities performed on the quote under the Activities tab. Sales orders Once a quote is generated, sent out to a client and accepted, a sales order needs to be created and sent. Once a sales order is created and sent, an invoice needs to be issued. You can start the process by choosing the relevant quote and converting it into a sales order, as described in the Quotes section, or generate a sales order from scratch. To do that, click My business followed by Sales Orders". A sales order contains all of the information defined in a quote, together with payment details such as payment duration.

Image 25 Sales Orders 23 SohoOS user manual, version 2.4

Once the sales order is created and saved, you can email it as a PDF file directly from within your system by clicking Mail P F on the righthand side, or by clicking Create Invoice if you have already received confirmation from your client. When clicking Create Invoice, all of the details that appeared on the sales order will be transferred into your invoicing feature. Invoices An invoice is the last stage in a clients cycle. Your client already received an initial quote and approved it, a sales order was generated and sent, the work was completed, and now its time to get paid. You can generate an invoice directly from a sales order or quote, as described in the relevant sections, or you can generate an invoice from scratch by clicking "My Business" followed by Invoices".

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Image 26 New Invoice

If you created your invoice from a sales order or a quote, all of the relevant data will be automatically added to your new invoice. If you are starting from scratch, make sure that you add the relevant products or services and choose the applicable client. A product that is added to an invoice will be deducted from your inventory. Once you are done inputting the data and saving the invoice, you can easily mail it in PDF format or directly request a payment from your client.

Requesting payment The SohoOS platform brings you fully integrated PayPal support. This means that you can request direct payment from your clients using a PayPal interface and the money will be deposited directly into your Payal account. The Request Payment icon is located on the righthand side of the invoice. Clicking it will initially open up a small window asking you for your primary PayPal email. Fill in the relevant email and click Submit. Now close the window and click Request Payment again. This time an email window will show with a message to your client. You can change the message to suit your needs. The invoice will be attached in PDF format to the request, and a link will be supplied allowing your client to pay you directly. All transactions are secure and do not incur extra charges other than those charged by PayPal. Important note: You can request payment from a client only if the invoice is related to a specific account. Every account has a contact person and must have an email address defined.

Products To begin, select My Business followed by Products. If you already have a list of products, you can easily import them into the system by clicking the icon. You will be requested to provide a CSV type file, while the icon allows you to export your products.

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Image 27 Products

Start by clicking the New Product icon on the green bar. Make sure you fill in all of the relevant information on the product page, including assigning a vendor and assigning a price. Clicking the More tab will allow you to define how many of these products are actually in your inventory. The Product page allows you to not only view your product inventory status, but also directly create a sales quote, a sales order, a purchase order or an invoice. Services Not every business sells products. Freelancers and service providers who bill by time spent or type of job require a specific way to bill their clients. SohoOS provides solutions to both. Start by clicking My Business followed by Services. Services can be managed like products and therefore it makes sense that you should be able to connect them directly to a sales quote, a sales order, an invoice, or even a purchase order.

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Image 28 Managing services

To create a service in your system, click the New Service icon on the green bar. Once the service is created, you can perform and view a wide variety of activities linked to the service such as assigned invoices, documents, accounts etc. To bring the process into fulfillment, click one of the icons on the right hand side to create a sales quote, an invoice, a sales order or a purchase order. All of the data will be inserted automatically with your preferred action. Purchase Orders When you order parts from a vendor you must first issue a purchase order. Purchase orders are similar to sales orders, only this time you are the one who is paying. You can create a purchase order directly from a product page, a vendor page etc. Start by clicking the My Business tab followed by Purchase Orders. Click the New PO icon to start the process. Enter the relevant data required. You can include products or services with a designated price. ont forget to assign the purchase order to a specific vendor or you will not be able to email it directly from within your system.

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Image 29 Detailed purchase order

Once the purchase order is created you can export it in P F format and save it to your computer, or email it directly from within the system by choosing Mail P F on the righthand side.

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PriceBooks SohoOS allows you to bundle products and services together in pricebooks so that you dont always want to offer the same quote to different clients. Bundling products or services together helps you work with greater ease. Start by clicking the My Business tab on the green bar. Now click Pricebooks. To create a pricebook, click the New Pricebook icon.

Image 30 Available products in a pricebook

You will be asked to provide some basic information regarding your pricebook. Once entered, click Create Pricebook to save and you will be shown a detailed view. Click the Activities tab and select all of the relevant products and services that need to be included in the pricebook. Click either Select Products or Select Services on the righthand side and a window will open with all the products or services that youve inputted into your account. Check the relevant products and click Add to Price Books. Important tip: You can define a different price list when adding a product to a pricebook. This helps you in assigning different priced catalogues. Projects Managing a project is always a pain. This is why you will find a completely free project management solution embedded in SohoOS. Click My Business followed by "Project to get started. Next, click the New Project icon and fill in the relevant details for the project including the start and end date. You may choose to assign it to a specific user as well as any other information you think is necessary.

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Image 31 Project Management

Once the project has been created, you can edit it and go directly into the Activities tab. Here you can create and assign tasks and milestones, attach relevant documents and much more. Simply click the button next to the desired activity and fill in the details. The bottom part of the activities screen provides you with chartlike information regarding the progress of your project. It is dependent on the data that was filled in per task in the project. (Note that these charts are still under development)

Tools
My Documents The SohoOS solution provides you, among many other things, a fully featured document management system. Here you can easily create folders and store documents that will be accessible from anywhere in your account. To begin the process, click the Tools tab followed by My ocuments. Start by organizing your documents in a folderlike structure. Click the + New Folder button and give your new folder a name and a description. Once saved, your folder will appear on the folder list.

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Image 32 Document Management Click New ocument. Give your new document a title, choose in which folder you want it stored, under

"File Information" browse for a file to upload and click Upload ocument. You dont have to upload a document; you can also create one from scratch using the builtin editor. Once saved, the document will be accessible through the folder view. Clicking the title of the document you uploaded will take you to edit mode. Clicking the file name will allow you to download the file directly from your web browser. You may also choose to assign the document to a specific user either when you create it or after it has been created, in edit mode.

Freelance Arena The SohoOS freelance arena is a wonderful tool to help every business find work and locate freelance suppliers all over the world. It combines the largest freelance arena online, with global offerings easily accessible directly from your platform. To begin, click Tools on the green bar, followed by Freelance Arena".

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Image 33 Freelance arena

You may also post a project to the project board. Simply click the Post a Project button on the righthand side and enter the relevant details, including the skill set required and the budget. Make sure you post a start and end date for your project as well. Important note: This is a premium service, and therefore posting a project to the project board incurs a fee. SohoDocs - Business documents and templates SohoOS makes an effort to provide its users with as many business tools as we can in order to make the experience of running a business a complete one. One of the numerous features we provide is a database of over 700 business documents and templates, all available directly from within your platform. These business documents range from documents regarding entrepreneurship to technology, from business plans to standard forms. Whatever you need, you can find it here. To begin, click the Tools tab followed by Soho ocs. You can either begin by typing the name of the document into the search box, or choose a related category.

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Once this is done a window will show you a preview of the document you requested.

Image 34 Business documents and templates

Important note: Business documents and templates are a premium feature, and are offered for only $0.99 each. If you choose to buy the document, the price will be deducted from your account balance. LeadsWidget - Get more customers for your business A widget is a stand-alone application that can be embedded into third party sites by any user on a page where they have rights of authorship. Widgets allow users to turn personal content into dynamic web apps that can be shared on websites where the code can be installed. The LeadsWidget is a powerful new tool which is an extension to the SohoOS business directory. It allows you to receive leads from anywhere on the web by simply embedding one line of code to any web presence available. This widget is easily placed on all web presences, including sites, blogs, social networks and many more. LeadsWidget is, in essence, a portable contact form. To start using it, simply go to "Tools" followed by Leadwidget where you will find an easy to use wizard that generates the required code.

All you have to do is choose the required theme for your contact form by clicking the desired background color for your contact form. In the text box to your right a piece of code is available. Simply copy the code
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(mark it with your mouse and click copy), go to your website or blog editor, choose the required location and click paste. Save it and you're done!

Image 35 Grabbing LeadsWidget from SohoOS

Any contact details entered into the widget from anywhere on the web will be automatically added to the Leads section of your Contacts" feature.

My Account
My Balance Your account balance appears under "My Account". Click the "My Balance" link for a detailed view on whats been going on in your account. My Balance not only specifies the remainder of funds available for your use, it also acts as an activity log for your account. The bottom table shows you all premium usages in your account. Deposit funds into your account to take full use of all premium services available in the system. Adding funds to your account is done using a secure transaction server.

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Image 36 Viewing your account balance and activities

Settings - Personalizing a feature in the system

Every feature in the system can be customized to fit your needs. To start, click the "My Account" tab followed by "Settings". This is the place to set your primary references and activities such as changing your password, importing your contacts, changing your terms & conditions and more.

SohoOSMe Online Business Directory

SohoOS provides each business with a personalized landing page inside the SohoOS business directory. The SohoOS directory provides a business management solution and assists in business collaboration. When you create an account in SohoOS, upon first login, you will be asked to fill in your company information. This information is represented on all business documents coming out of your account (e.g. invoices, sales orders, sales quotes etc.) as well as on your business contact page. In addition to basic company information, you can also choose a color theme and add links to various URLs and documents. To make your web presence even easier to access, your permanent address will be located at http://sohoos.me/YOURBUSINESSNAME

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Image 39 Your personalized listing on the SohoOS Business directory

Your online business profile comes equipped with a contact form. When someone fills the form and submits it, a lead will automatically be inserted into your Leads feature, and a notification email will be sent out to the relevant contact person. On your personal "Zone" is a counter telling you how many people have viewed your online business profile.

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SohoOS iPhone Application

TheSohoOSmobileapplicationletsyouaccess& manage yourbusinesswherever youare,wheneveryouwant. UtilizeallofthefunctionalityprovidedbytheSohoOSweb Application on the fly, directly from your hand held device.Ohandit'sFREE! Invoice directly from your hand-held device Easily contact your business colleagues Stay in touch with your social business community Track your leads and follow up on them Check your inventory Email messages Create business reports on the fly

Everything you have on the web is now in your pocket. FOR FREE.

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SohoOS Support
Clicking the Help tab will re-direct you to the SohoOS support portal (http://support.sohoos.com) there you will be able to browse through our knowledge base and the most frequently asked questions.

Video tutorials are available throughout the SohoOS environment. Click the icon and pick the tutorial that best describes the process you are looking for. The tutorials are also available at our Support portal.

SohoOS is here for you 24/7! Click the chat button to engage a live conversation with one of our customer support representatives. We will guide you through and answer your questions in real time.

Questions, requests or suggestions can be e-mailed to support@sohoos.com

SohoOS
Get it done.

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