Getting Started with Truss

A helpful repository of guides to help you get started or brush up!

• Filtering and Sorting Projects
• Filtering Contacts & Entities
• Truss Tribe Community Board
• Truss Brunch & Learn
• Active Projects Page
• Sidebar Navigation
• Search Everything
• Let's Talk Truss Webinar 🔊
• Truss Tribe Live Series
• Archive Projects Page
• How to use our help video library and chat with support (Video)
• Using the Email Signature Upload Link
• Creating Email Templates
• Adding your Email Signature to Truss
• Save Truss to your Windows Taskbar
• Email Integration
• Adding a Personal Signature Link to Gmail
• Worksheet Guide
• Updating your Company Logo
• Adding a Personal Signature Link to Outlook
• How to Generate a Firm-Wide Upload Link
• Uploading Organizers into Truss
• Adding an Engagement Letter
• Review Mode
• Contact Records
• Truss Training Webinars
• Scheduling Your Tax Invite Email 
• Return Complexity Levels
• Supported File Types for Uploads
• Truss Overview Video