OTM · Knowledge Base

Tips & tutorials

The original tutorial collection: videos, practical guides and whitepapers for project management and administration.

These guides and videos were published for earlier OTM versions. Each item shows its original language. For current product information, see the practical guides and release history.

Video tutorials

External YouTube links. No video or tracking content is loaded automatically. Durations are taken from the original collection.

• What is OTM?
  EN · 135 s · YouTube
• OTM Backend (HD video)
  EN · 48 min · YouTube
• OTM Demo (HD Video)
  EN · 35 min · YouTube
• Defining a tax rate for quotations and invoices
  EN · 45 s · YouTube
• OTM login
  EN · 40 s · YouTube
• Setting credit limits for customers
  EN · 80 s · YouTube
• How to use the OTM help functions
  EN · 100 s · YouTube
• Generating and editing an OTM stationery (letterhead)
  EN · 280 s · YouTube
• Avoiding data duplicates (customer identification)
  EN · 90 s · YouTube
• Redirecting a request from your e-mail program to OTM
  EN · 100 s · YouTube

Practical guides & whitepapers

• Customer and resource log-in for your web site
  EN
• EU tax legislation: Reverse charge procedure
  EN ES DE
• PayPal button
  EN ES DE
• Variations for quoting line items and rates
  EN
• Alternative invoice recipients
  EN ES DE
• Multi-stage follow-up module
  EN
• Identifying customers - avoid duplicats
  EN ES DE
• Certificate of translation
  EN
• Job description templates
  EN
• Customer e-mail wizard
  EN
• Maintaining confidentiality agreements
  EN ES DE
• "Quality assurance with OTM"
  EN ES DE
• Marking OTM e-mails as unread
  EN ES DE
• OTM PM on the iPhone®
  EN
• GoBD
  DE

Getting-started guides

• ANLEITUNG FÜR DEN EINSTIEG IN OTM

  Originalanleitung aus der OTM Knowledge Base.

  DE
• GETTING STARTED WITH OTM

  Original guide from the OTM knowledge base.

  EN
• INTRODUCCIÓN A OTM

  Original guide from the OTM knowledge base.

  ES

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