--- title: Taking the Interactive Tour description: Essal Office includes a built-in interactive tour that walks you through the key areas of the interface. It is designed for new users who want to get ... --- [Skip to content](https://help.essal.cloud/en/article/1378-#main-content) English Show submenu for translations [More support](https://help.essal.cloud/en/kb-tickets/new?hsLang=en) [Customer portal](https://clients.essal.cloud/tickets?hsLang=en) [![logo](https://help.essal.cloud/hubfs/logo.svg)](https://help.essal.cloud/?hsLang=en) - [Home](https://essal.cloud/) - [Products](https://essal.cloud/products) - [Industries](https://essal.cloud/industries) - [About](https://essal.cloud/about) - [Contact](https://essal.cloud/contact) Open main navigation Close main navigation - [Home](https://essal.cloud/) - [Products](https://essal.cloud/products) - [Industries](https://essal.cloud/industries) - [About](https://essal.cloud/about) - [Contact](https://essal.cloud/contact) - English Show submenu for translations - [More support](https://help.essal.cloud/en/kb-tickets/new) - [Customer portal](https://clients.essal.cloud/tickets) - [Home](https://essal.cloud/) [Home](https://essal.cloud/) Essal Help Center - There are no suggestions because the search field is empty. 1. [Help Center](https://help.essal.cloud/en?hsLang=en) 2. [Essal Office](https://help.essal.cloud/en/essal-office?hsLang=en) 3. [Getting started](https://help.essal.cloud/en/essal-office?hsLang=en#getting-started) # Taking the Interactive Tour Essal Office includes a built-in interactive tour that walks you through the key areas of the interface. It is designed for new users who want to get oriented quickly without reading the full documentation. --- ## What the Tour Covers The tour is a short guided walkthrough that highlights: - The dashboard layout and how to read your saved view tiles - The document list and its filtering controls - How to open and read a document's detail panel - The sidebar navigation and what each section contains - How to upload a document Each step in the tour highlights a specific part of the interface with a tooltip and a brief explanation. You can move forward and backward through the steps at your own pace, and skip the tour at any point. --- ## Starting the Tour The tour can be launched from two places: **From the dashboard** — when you log in for the first time, a **Take the Tour** prompt appears near the top of the dashboard. Click it to begin. **From Settings** — if you've dismissed the prompt or want to replay the tour, go to **Settings → General** and click **Launch Tour**. The tour is available to any user at any time. --- ## Replaying the Tour There is no limit on how many times you can run the tour. If you've set up Essal Office for a new team member and want to walk them through the interface, you can launch the tour on their behalf from Settings while logged in to their account. --- ## After the Tour Once you've completed the tour, the best next step is to upload your first document and practice applying tags, a correspondent, and a document type to it. The tour shows you *where* things are; working with a real document teaches you *how* they fit together. - [Essal Office](https://help.essal.cloud/en/essal-office?hsLang=en#main-content) - [Getting started](https://help.essal.cloud/en/essal-office?hsLang=en#getting-started) - [Searching and saved views](https://help.essal.cloud/en/essal-office?hsLang=en#searching-and-saved-views) - [Correspondents and document types](https://help.essal.cloud/en/essal-office?hsLang=en#correspondents-and-document-types) - [Email import](https://help.essal.cloud/en/essal-office?hsLang=en#email-import) - [Users groups and permissions](https://help.essal.cloud/en/essal-office?hsLang=en#users-groups-and-permissions) - [Sharing documents](https://help.essal.cloud/en/essal-office?hsLang=en#sharing-documents) - [Working with documents](https://help.essal.cloud/en/essal-office?hsLang=en#working-with-documents) - [Pdf tools](https://help.essal.cloud/en/essal-office?hsLang=en#pdf-tools) - [Uploading documents](https://help.essal.cloud/en/essal-office?hsLang=en#uploading-documents) - [Archive serial numbers](https://help.essal.cloud/en/essal-office?hsLang=en#archive-serial-numbers) - [Workflows and automation](https://help.essal.cloud/en/essal-office?hsLang=en#workflows-and-automation) - [Organizing with tags](https://help.essal.cloud/en/essal-office?hsLang=en#organizing-with-tags) - [Troubleshooting and faq](https://help.essal.cloud/en/essal-office?hsLang=en#troubleshooting-and-faq) - [Account and security](https://help.essal.cloud/en/essal-office?hsLang=en#account-and-security) - [Custom fields](https://help.essal.cloud/en/essal-office?hsLang=en#custom-fields) - [Portal](https://admin.essal.cloud/) - [Newsroom](https://newsroom.essal.cloud/) - [Careers](https://careers.essal.cloud/) - [Help](https://support.essal.cloud/) - [Status](https://status.essal.cloud/) - [Contact](https://essal.cloud/contact) - [Terms](https://legal.essal.cloud/terms) [![logo](https://help.essal.cloud/hubfs/logo.svg "logo")](https://essal.cloud/) Essal LLC Copyright © 2026, Essal