Rosy User Manual

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====== Rosy Web Application ======
(Release version 1.1.2) \\ User Manual \\ (Admin Portal)

====== 1. Introduction ======
Welcome to the User Manual for ROSY – Axess Law’s Proprietary Conveyancing System. Developed with the vision of redefining real estate legal services in Canada, ROSY combines innovation, security, and simplicity to streamline the conveyancing process for legal professionals. Designed exclusively for Axess Law's internal teams and partners, this web-based application offers a secure virtual environment to manage real estate transactions efficiently. Whether preparing documents, tracking deal progress, or managing client information, ROSY provides a seamless and intuitive experience that reflects Axess Law’s commitment to accessibility, transparency, and cutting-edge legal solutions.

====== 2. General Information ======
ROSY is a secure, web-based application specifically developed to support and enhance the conveyancing processes used by Axess Law. The platform allows legal professionals to manage real estate transactions efficiently, from initial client intake to final closing. ROSY supports multiple user roles with varying access levels, ensuring that sensitive information remains protected while allowing seamless collaboration. The system is designed to operate across modern browsers and devices, requiring only a stable internet connection for access. All data entered into ROSY is stored securely, with regular backups and compliance with industry-standard data protection protocols. This manual provides a comprehensive overview of the application’s capabilities and how to use them effectively.

===== 2.1 System Overview =====
The web application has the following functionalities:
  * File Management Process
  * Automated Email Templates
  * Communication Channels
  * Document Control
  * Transaction Deal Stage Queues and Tasks
  * Dynamic Roles and Permissions
  * Typeforms, Triggers, and Questions
  * Syngrafii Integration
  * Transaction Closing Date Calendar
  * Dashboard Development
  * Title Search Integration
  * Treefort Integration
  * API Exposure and Integration

====== 3. Getting Started ======
===== 3.1 Language Option =====
ROSY supports multiple language options to accommodate users with diverse language preferences. Users can easily switch between available languages for a more personalized experience.

===== 3.2 Sign In =====
The application features a secure login option to ensure authorized access to user accounts. Users must enter their credentials to access the system and work within the platform.

==== 3.2.1 Valid Information ====
First, enter your valid username and valid password, and then click the login button.

Your application will be successfully logged in.

==== 3.2.2 Invalid Information ====
If your username or password is incorrect, the system will notify you with a message saying 'Invalid username or password'.

Enter the correct username and password and try logging in again. If the credentials are accurate, you will be logged in successfully; otherwise, the same error will be displayed again.

==== 3.2.3 Reset Forgotten Password ====
The system provides a 'Forgot Password' option if you do not remember your password. You can click on it to recover your password.

After clicking on 'Forgot Password', a screen will appear where you can enter your email address and click on 'Send Request' to submit a password reset request.

When you enter your email and send the request, you will see a screen displaying the message: "Verification Email Sent."

Then you need to check your email. You should have received an email containing a confirmation link—click on that link to proceed.

After clicking on the link, you will be directed to a screen where you can set your new password and then submit it.

On this screen, you need to enter your new password and then re-enter the same password for confirmation. After that, click on "Update Password" to successfully reset your password.

==== 3.2.4 Sign in with Google ====
The application offers a "Sign in with Google" feature for quick and secure access. This allows users to log in using their existing Google account credentials without creating a separate login.

If you want to continue by signing in with Google, you can enter the email of your existing Google account, click Next, and follow the Google sign-in steps to log in through your Google account.

====== 4. User Management ======
This application features a comprehensive user management system that allows users to manage their accounts fully. Within this system, you can update your profile information, such as name, email, and contact details, as well as customize your account settings according to your preferences. This includes options for changing your password and controlling privacy settings, ensuring a more personalized and secure user experience.

===== 4.1 Profile =====
==== 4.1.1 Change Profile Image ====
The application allows users to easily change their profile images from their account settings. This helps personalize the user experience and keeps profiles up to date.

Where it says Upload Photo, click there — a system dialog box will appear, allowing you to choose and upload any picture of your choice.

Once you select the picture and click Open, your profile picture will be successfully updated.

==== 4.1.2 Update User Information ====
The application provides an option to update user information, such as name, contact details, and email signature. This ensures that user profiles remain accurate and up to date.

In this section, you have the option to update your first name, last name, phone number, and email signature. You can click on any text field to edit the information. Once you're done, clicking the Update button will save the changes. At any time, you can also cancel the process and exit the profile management section by clicking the Cancel button.

===== 4.2 Account Settings =====
Under User Management, there is also an Account Settings option, which includes the ability to change your password.

==== 4.2.1 Change Password ====
The application includes a change password feature, allowing users to update their login credentials securely. This helps maintain account security and user control.

==== 4.2.2 Password Validation ====
When changing the password, validation rules are applied. If the new password doesn't meet the criteria, an error will be displayed.
**The first rule is:** Password must contain at least 8 characters, including uppercase and lowercase letters, numbers, and special characters.
If the password doesn't follow this rule, an error message will be shown accordingly.

If all the password rules are followed but the values in both password fields do not match, then the second rule applies: Passwords must match.
If this rule is not met, an error message will be displayed accordingly.

Once both rules are fulfilled — the password meets all validation criteria and both password fields match — simply click the Update button to successfully change the password. If the user wishes to cancel the process at any time, they can click the Cancel button to exit the User Management section.

===== 4.4 Logout =====
The application includes a logout option, enabling users to end their session securely. This ensures user data privacy and prevents unauthorized access.

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