Using DESK
A clearer way
to keep going.
A few practical answers, before you get back to the work.
How do I begin?+
Sign in with ChatGPT, then create a fresh workspace. Start empty for your business or choose fictional sample records to explore the workflow.
What happens if someone else changes a record?+
The server checks the workspace version before saving. If your view is out of date, reload the latest records and review your changes before trying again.
What does an approval do?+
It records an owner or reviewer decision against the revision submitted. It does not publish, send or charge. Editing a reviewed draft requires a new review.
Are received records verified cash?+
No. These are business records you enter, with dates and references. Reports keep received records separate from forecasts and draft invoices; they are not a bank balance.
Can I export my work?+
Yes. The Reports section downloads a workspace export and a summary CSV. An owner can validate and import a DESK export; imported content and quotes return to drafts.
What should I keep out of the workspace?+
Do not enter passwords, authentication tokens or payment card details. Use the notes for necessary business context and keep sensitive source files in your approved systems.
Need to discuss your setup?
Prepare a business enquiry with the workflow you want to improve.
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