End-user instruction center

ERPat User Guide

Learn how to use active ERPat modules through role-based instructions, standard operating procedures, field legends, standards, compliance reminders, and step-by-step workflows. Every guide is synchronized from the owning module and versioned whenever its instructions change.

Active modules58
Published guides478
SOPs3
Updated this month123
01Getting StartedBeginner-friendly first steps SOPStandard ProceduresRequired operational workflows AaLegends & FieldsStatus, badge, and field meanings Controls & ComplianceReview points and reminders

End-user guides from active ERPat modules

Showing 7 of 478 synchronized guides.

webmail × Beginner ×
Webmail Reference Public

Reference

Look-up tables for the Webmail module: every screen and who can reach it, all configurable settings with their defaults, the audit events recorded, and what each error message means.

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Webmail Overview Public

Webmail

Read and send your company email inside ERPat. Start here for what the Webmail module does, who it is for, and where to go next depending on whether you are using it or setting it up.

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Webmail Reference Public

Getting Started

Connect your work mailbox to ERPat for the first time: what you need before you begin, the exact steps, what each connection state means, and what to do if your password is rejected.

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Webmail Reference Public

Administration

Set Webmail up for an organisation: the connection wizard, choosing who supplies mailbox passwords, the credential centre, bulk CSV import, permissions, and the scheduled jobs.

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Webmail Reference Public

Daily Use

Everyday mail work in ERPat: moving around the folder bar and two panes, reading messages, why images are blocked by default, replying, searching, handling attachments, and deleting.

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Webmail Reference Public

FAQ & Troubleshooting

Answers to the questions people actually ask about ERPat Webmail - whether administrators can read your mail, why images do not load, what a lockout means - plus fixes for common problems.

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Webmail Reference Public

Research

The evidence behind this guide: which module files each section was written from, the design decisions that shaped the feature, and the known limits recorded during the build.

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