Catalogue

Open Tools from the dashboard navigation. The catalogue organises tools into categories; you do not need to browse them all to prepare a session.

Choose a category related to the goal you will work on. Check its name before opening the list.

Review the name and brief description to decide whether it fits the conversation. Opening a tool lets you review its structure before using it with the client.

Use Back in a category list to choose another. This control changes the catalogue view; it is not the close button of an open tool.

Type a name or topic in the top search field. Review result names and categories before choosing.

Select the tool you need. Check the opened page title to verify that you chose the right one.

Select the card’s star. Check that its state changes. Favourites are kept in this browser.

Open Favourites in the top bar and select a tool. Select the star again to remove the favourite without deleting the tool.

Check Quick access in the wider catalogue view or recent tools in Today. The list shows what you opened in this browser; it does not prove that all its fields were saved.

Select the card to open the tool in the panel. Check its title, instructions and fields before entering information. Each tool has its own workflow.

Check the name in the tool bar. If no client or the wrong person appears, use Assign client and select the correct record. See Clients.

Find the tool’s saving indicator or control. Tools do not all save in the same way or automatically separate data by client. Before reusing a template, retain the previous result and review its fields.

Use the available PDF, print or export control and review the resulting file. Check the client, date and contents before sharing it. See Tool bar for common controls.

From the client record, open Share tool, find the activity and select it. Check the recipient before generating the link.

Review the settings shown in the form and generate the link. Copying it does not send it: use the channel agreed with the client or email delivery and check its result.

Return to Clients → Forms and tools. Check status and available responses. If there is no response yet, a created or active link does not mean the activity is complete.