How it works

A practical guide to the features that ship in ROLINDEK today. For product positioning and limits, see Details. For storage risks and backups, see How your data is stored.

1. USER INFORMATION

Open USER INFORMATION from the board (user icon next to DATA) and enter your business name, address, contact details, logo, payment details, and defaults (such as currency). These details fill the FROM side of new documents. You can still adjust FROM on a single document without changing the saved profile.

If you like a temporary logo generated while creating a document, right-click the logo preview and save the image. You can then open USER INFORMATION and upload the saved image as your logo for future documents. On a touch device, press and hold the image to save it.

2. Create a Customer / Project Card

Click Customer to add a Project Card. Fill Organization name, Project name, Contact person, Email, Phone, Remarks, and address fields as needed. One card equals one job — there is no separate customer master hierarchy.

3. A–Z list and six-field search

The left-hand card list sorts A–Z by card title (natural order). Use the search box to filter by Organization name, Project name, Contact person, Email, Phone, or Remarks — partial match, case-insensitive.

4. Status columns and drag-and-drop

The right-hand board shows default statuses and any custom categories you add. Place cards on a status manually. Drag cards to reorder within a column or move between columns. Status names open the matching card on the left; dragging uses the dedicated drag area so clicks and drag do not fight each other.

5. Create Quote, Invoice, or Receipt

Expand a Project Card and create a Quote, Invoice, or Receipt. Edit line items, tax, discounts, notes, dates, and party details, then Save. Preview updates as you edit.

6. Convert To

From a saved document, use Convert To where available (for example Quote → Invoice, or Invoice → Receipt) to create the next document with carried-over content, then review before sending.

7. Quick Create

Use Quick Create when you need a Quote, Invoice, or Receipt without attaching it to an existing card workflow first. Fill the document, save or download as needed.

8. Download PDF

In the document editor, choose Download PDF to save a clean PDF on your device. PDF creation stays in the browser; nothing is uploaded to a ROLINDEK server for that step.

9. Export and Import (DATA menu)

From the DATA menu on the board:

Open ROLINDEK