Quick Start Guide

Get Zynclog up and running in under five minutes. This guide walks you through creating your first project and sending a timeline to your client.

1. Create a Workspace

When you first log in, you will be taken to your main dashboard. This is command central.

• Click the New Project button.
• Give your project a clear, client-facing name (e.g., "Zynclog App Redesign").
• (Optional) Add a brief description of the retainer or engagement scope.

2. Draft a Contract (or Welcome Letter)

Before you share the portal, you might want to establish the terms.

• Go to the Templates tab and create a new reusable "Welcome Letter" or standard "Contract".
• Or, navigate to the Contracts tab inside your new Project, and draft a contract from scratch.
• Zynclog's rich text editor allows you to format your legal terms, lists, and tables seamlessly.

3. Brand Your Workspace

Make sure your client sees your brand, not ours.

• Go to Settings > Branding.
• Upload your Logo and select an Accent Color.
• Your client portal will now automatically inherit these colors.

4. Share the Client Portal

Stop sending long, confusing email updates. Let your clients see the progress themselves.

• In your Project view, click the Share button at the top right.
• Ensure Password Protection is enabled for sensitive documents.
• Copy the secure, read-only link and send it to your client. They do not need a Zynclog account to view it!