Getting Started
To ensure your organization starts on the right foot, here are the recommended steps in preparing your PastPerfect Web Edition for use:
1.Determine user groups and access to the program via Roles & Restrictions
2.Add User Accounts to give staff and volunteers access to Web Edition
3.Update Email Settings for each user account in order to send emails from Web Edition
4.Populate Authority Files to help keep data entry consistent
5.Create and modify Accession & Loan Documents
6.Review Contact Settings such as Membership Types, Funds, Letters, and Volunteer Projects
7.Select Filter & Option Fields to make searching quick and easy
8.Set up Custom Fields for additional data entry fields unique to your collection
Additional resources to help you get started:
•Overview of Collections Management Features
•Overview of Development Features
•PastPerfect Web Edition for PastPerfect 5 Users Video Training Series