Frequently Asked Questions (FAQ)
This FAQ section addresses the most common questions users have about the platform. If you don't find the answer to your question here, please contact our support team for assistance.
Account and Access
How do I create an account?
Q: How do I sign up for an account?
A: To create an account:
- Visit the platform website
- Click "Sign Up" or "Create Account"
- Enter your email address and create a password
- Complete the verification process
- Set up your profile and organization information
Q: Can I use the platform without creating an account?
A: No, you need an account to access the platform features. However, you can request a demo or trial account to explore the platform before committing.
Account Management
Q: How do I change my password?
A: To change your password:
- Go to Account Settings
- Click "Change Password"
- Enter your current password
- Enter and confirm your new password
- Click "Save Changes"
Q: What should I do if I forget my password?
A: If you forget your password:
- Click "Forgot Password" on the login page
- Enter your email address
- Check your email for a password reset link
- Click the link and create a new password
Q: Can I change my email address?
A: Yes, you can change your email address:
- Go to Account Settings
- Click "Edit Profile"
- Update your email address
- Verify the new email address
- Save your changes
Organization and Access
Q: How do I join an organization?
A: To join an organization:
- Contact your organization administrator
- Provide your email address
- The administrator will send you an invitation
- Accept the invitation and set up your account
Q: Can I be a member of multiple organizations?
A: Yes, you can be a member of multiple organizations. Each organization will have separate data and permissions.
Q: How do I switch between organizations?
A: To switch between organizations:
- Click on your profile menu
- Select "Switch Organization"
- Choose the organization you want to access
- You'll be redirected to that organization's workspace
Platform Features
Getting Started
Q: How do I get started with the platform?
A: To get started:
- Complete your account setup
- Review the getting started guide
- Watch the introductory video tutorials
- Set up your first project or property
- Explore the different features and tools
Q: Are there training resources available?
A: Yes, we offer multiple training resources:
- Video tutorials in the platform
- Live training webinars
- Documentation and guides
- One-on-one training sessions (for enterprise accounts)
Property Management
Q: How do I add a new property?
A: To add a new property:
- Go to the Properties section
- Click "Add Property"
- Fill in the property details
- Upload any relevant documents
- Save the property
Q: Can I import property data from other systems?
A: Yes, you can import property data:
- Use the data import feature
- Upload CSV or Excel files
- Map the data fields
- Review and confirm the import
Q: How do I manage property documents?
A: To manage property documents:
- Go to the property details page
- Click "Documents" tab
- Upload new documents
- Organize documents by type
- Set document permissions
Project Management
Q: How do I create a new project?
A: To create a new project:
- Go to the Projects section
- Click "Create Project"
- Enter project details and requirements
- Assign team members
- Set up project workflow
Q: Can I customize project workflows?
A: Yes, you can customize workflows:
- Go to Workflow Management
- Create custom workflow templates
- Define steps and requirements
- Set up automation rules
- Apply to projects
Q: How do I track project progress?
A: To track project progress:
- View the project dashboard
- Check task completion status
- Review timeline and milestones
- Monitor team activity
- Generate progress reports
Reports and Analytics
Q: How do I generate reports?
A: To generate reports:
- Go to the Report Builder
- Select a report template
- Choose data sources and filters
- Customize the report layout
- Generate and export the report
Q: What report formats are supported?
A: We support multiple report formats:
- PDF (recommended for sharing)
- Microsoft Word (.docx)
- Microsoft Excel (.xlsx)
- HTML (for web viewing)
Q: Can I schedule automatic reports?
A: Yes, you can schedule automatic reports:
- Create a report template
- Set up scheduling options
- Choose recipients
- Set delivery frequency
- Activate the schedule
Data and Security
Data Management
Q: How is my data protected?
A: Your data is protected through:
- Industry-standard encryption
- Secure data centers
- Regular security audits
- Access controls and permissions
- Data backup and recovery
Q: Can I export my data?
A: Yes, you can export your data:
- Use the data export feature
- Select the data you want to export
- Choose export format (CSV, Excel, JSON)
- Download the exported file
Q: How long is my data retained?
A: Data retention depends on your subscription plan:
- Active accounts: Data retained indefinitely
- Cancelled accounts: Data retained for 30 days
- Enterprise accounts: Custom retention policies
Security and Privacy
Q: Is my data encrypted?
A: Yes, all data is encrypted:
- Data in transit (HTTPS/TLS)
- Data at rest (AES-256 encryption)
- Database encryption
- File storage encryption
Q: Who has access to my data?
A: Data access is controlled by:
- Your organization's administrators
- Role-based permissions
- User-specific access controls
- Audit logging of all access
Q: Can I control who sees my data?
A: Yes, you can control data visibility:
- Set document permissions
- Configure user access levels
- Use organization isolation
- Set up data sharing rules
Billing and Subscriptions
Subscription Plans
Q: What subscription plans are available?
A: We offer several subscription plans:
- Starter: Basic features for small teams
- Professional: Advanced features for growing businesses
- Enterprise: Full features with custom solutions
- Contact sales for pricing details
Q: Can I change my subscription plan?
A: Yes, you can change your plan:
- Go to Billing Settings
- Select "Change Plan"
- Choose your new plan
- Confirm the changes
- Changes take effect immediately
Q: How do I cancel my subscription?
A: To cancel your subscription:
- Contact billing support
- Provide 30-day notice
- Complete any outstanding payments
- Export your data if needed
- Account will be deactivated after 30 days
Billing and Payments
Q: What payment methods are accepted?
A: We accept various payment methods:
- Credit cards (Visa, MasterCard, American Express)
- Bank transfers (for annual plans)
- Purchase orders (enterprise accounts)
Q: When am I charged?
A: Billing occurs:
- Monthly plans: Monthly on your billing date
- Annual plans: Annually on your billing date
- Enterprise plans: As per your agreement
Q: Can I get a refund?
A: Refund policies:
- 30-day money-back guarantee for new accounts
- Pro-rated refunds for annual plans
- No refunds for monthly plans
- Contact billing support for refund requests
Technical Support
Getting Help
Q: How do I get technical support?
A: You can get support through:
- Email: support@canyonvaluation.com
- Phone: 1-800-CANYON-VAL
- Live chat: Available in the platform
- Documentation: Available throughout the platform
Q: What information should I provide when contacting support?
A: When contacting support, provide:
- Your name and email address
- Detailed description of the issue
- Steps to reproduce the problem
- Error messages or codes
- Browser and system information
Q: How quickly will I get a response?
A: Response times:
- Email: Within 24 hours
- Phone: Immediate during business hours
- Live chat: Within 5 minutes
- Emergency issues: Within 2 hours
Technical Issues
Q: What browsers are supported?
A: We support modern browsers:
- Chrome (recommended)
- Firefox
- Safari
- Edge
- Mobile browsers for basic features
Q: Can I use the platform on mobile devices?
A: Yes, the platform is mobile-responsive:
- Works on smartphones and tablets
- Optimized for touch interfaces
- Some advanced features may be limited
- Mobile app available for iOS and Android
Q: What if I experience slow performance?
A: If you experience slow performance:
- Check your internet connection
- Clear browser cache and cookies
- Try a different browser
- Close other applications
- Contact support if issues persist
Integration and API
External Integrations
Q: Can I integrate with other systems?
A: Yes, we offer various integration options:
- REST API for custom integrations
- Webhooks for real-time updates
- Data import/export capabilities
- Third-party service integrations
Q: How do I set up API access?
A: To set up API access:
- Go to API Settings
- Generate API keys
- Configure permissions
- Review API documentation
- Test your integration
Q: What data can I access via API?
A: API access includes:
- Property data and documents
- Project information
- User and organization data
- Reports and analytics
- Workflow and automation data
Data Synchronization
Q: Can I sync data with external systems?
A: Yes, you can sync data:
- Set up data connectors
- Configure sync schedules
- Map data fields
- Monitor sync status
- Handle sync conflicts
Q: How often does data sync occur?
A: Sync frequency depends on:
- Your subscription plan
- Data type and volume
- Integration configuration
- Real-time vs. batch sync options
Advanced Features
AI and Automation
Q: How does AI help with document processing?
A: AI features include:
- Automatic document classification
- Data extraction from documents
- Smart suggestions and recommendations
- Automated workflow triggers
- Quality control and validation
Q: Can I customize AI settings?
A: Yes, you can customize AI:
- Configure processing rules
- Set accuracy thresholds
- Define custom fields
- Train models on your data
- Monitor AI performance
Workflow Automation
Q: How do I set up automated workflows?
A: To set up automation:
- Go to Workflow Management
- Create workflow templates
- Define triggers and conditions
- Set up automated actions
- Test and activate workflows
Q: What can be automated?
A: You can automate:
- Document processing and routing
- Task assignments and notifications
- Report generation and distribution
- Data validation and quality checks
- Approval processes and workflows
Troubleshooting
Common Issues
Q: What if I can't log in?
A: If you can't log in:
- Check your email and password
- Clear browser cache and cookies
- Try a different browser
- Reset your password if needed
- Contact support if issues persist
Q: What if my data is missing?
A: If data is missing:
- Check filters and search settings
- Verify your organization access
- Check if data was moved or deleted
- Review recent changes
- Contact support for data recovery
Q: What if reports aren't generating?
A: If reports aren't generating:
- Check if required data is available
- Verify report template settings
- Check data permissions
- Try different report parameters
- Contact support for assistance
Performance Issues
Q: What if the platform is slow?
A: If the platform is slow:
- Check your internet connection
- Close other browser tabs
- Clear browser cache
- Try during off-peak hours
- Contact support if issues persist
Q: What if uploads are failing?
A: If uploads are failing:
- Check file size limits
- Verify file formats
- Check internet connection
- Try smaller files first
- Contact support for assistance
Still Need Help?
If you don't find the answer to your question in this FAQ, please:
- Search the documentation for more detailed information
- Contact support through email, phone, or live chat
- Check the community forum for user discussions
- Request a training session for personalized assistance
Our support team is here to help you get the most out of the platform and resolve any issues you may encounter.