Table of Contents
Getting Started with Calidad SA
New here? This guide walks you through choosing a goal, setting up your company, and creating your first result in Calidad SA.
Start NowWhat to expect
Getting started is a short, guided setup. It is designed to get you to a real result quickly, not to make you configure everything up front.
- Pick the goal that matches what you are trying to solve
- Set up your company workspace with the basics
- Create your first item, either manually or from an uploaded document
- Invite your team once you have something worth sharing
1 Choose a goal
Start at the Setup Assistant and tell us what you want to get out of Calidad SA first. Pick a goal, or describe your problem in your own words and we will recommend a starting point.
- Each goal shows an estimated time and what you will need to gather
- Not sure which goal fits? Use the free-text box and click Help me choose
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2 Set up your company
Company setup collects the basic information Calidad SA needs to run your workspace, such as your company name and industry.
- Only a few fields are required to finish this step
- You can update company details later from Account Settings
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3 Create your first item
This is where you get your first real result. Upload an existing document to have Calidad SA extract data automatically, or fill out a short manual form instead.
- Uploading a document is usually the fastest path to a first result
- The manual form works well if you do not have a document handy
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4 Onboard with documents
If you already track quality records in spreadsheets or PDFs, you can upload them directly to jump-start your account instead of starting from a blank workspace.
- Supported documents are scanned for existing data to reduce manual entry
- You can always add or correct records after the upload finishes
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5 Invite your team
Once you have something to show, invite teammates so they can see the same workspace and start contributing.
- Invitations are sent by email and track how many seats you have used
- Invited teammates land in the same company workspace once they accept
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Troubleshooting
- I do not see a recommended goal after describing my problem.
- Choose one of the listed goals directly. You can still get a similar result by starting from the closest match.
- My document upload does not seem to extract anything.
- Not every document format can be automatically read. Use the manual form to enter the item instead, or try uploading a clearer copy.
- An invited teammate did not receive their email.
- Ask them to check their spam folder, or resend the invitation from the invite team step.