# Cablefolio help center ## Getting started Set up your account, document a first site, and find your way around Cablefolio. - [Getting started with Cablefolio](https://cablefolio.com/help/getting-started/): Cablefolio is network and low-voltage documentation for MSPs, IT teams, and cabling contractors, and this page takes a new team from an empty account to its first documented site in about half an hour. - [How to document a client network](https://cablefolio.com/help/how-to-document-a-network/): A practical method for documenting a client's network so the next technician can find any device, port, or cable without a site walk: what to record, in what order, and how to keep it true afterwards. - [Getting around](https://cablefolio.com/help/getting-around/): Cablefolio is a tree — clients, then their properties, then rooms, racks, devices, and cable runs — and this page shows the ways around it on a phone and on a desktop. - [Search and shortcuts](https://cablefolio.com/help/search-and-shortcuts/): Find any record from the header search, jump anywhere with the command palette, browse every record of a kind in the Resources tables, and use the keyboard shortcuts on a desktop. ## Documenting sites Clients, properties, rooms, racks, devices, ports, cable runs, floor plans, topology, photos, and notes. - [Places and devices](https://cablefolio.com/help/places-and-devices/): Everything you record hangs off a client: a client has properties, a property has rooms, and a room holds devices, racks, cable runs, and sub-rooms; this page covers adding, changing, moving, copying, archiving, and deleting them. - [Ports and links](https://cablefolio.com/help/ports-and-links/): A link records what a device connects to — over a cable run, a patch cord, fibre, a mesh hop, or a VPN — and the ports screen draws each device's faceplate so you can see, make, and trace those connections. - [Cable runs and testing](https://cablefolio.com/help/cable-runs-and-testing/): A cable run (a "drop") is one pulled cable with its own cable ID, where it comes from and goes to, and the tester's readings; this page covers adding runs one at a time or in a batch, recording tests, and threading runs through pathways. - [Floor plans](https://cablefolio.com/help/floor-plans/): A property can carry drawn floor plans — floors with rooms, walls, outlets, cameras, access points, devices, and markups — and a room can carry a simpler plan picture with its devices pinned on it. - [Topology](https://cablefolio.com/help/topology/): The topology map draws a client's network from the internet down — every device beneath what it links to, with the runs between them — and can be narrowed, rearranged, saved as a named view, and downloaded. - [Photos, files, and notes](https://cablefolio.com/help/photos-files-and-notes/): Every client, property, room, rack, device, and cable run can carry photos, files, and a running log of notes; this page covers adding them, marking photos up, finding them again, and archiving what is out of date. ## Field work Labels and scanning, checklists and work orders, and working with no signal. - [Labels and QR codes](https://cablefolio.com/help/labels-and-qr-codes/): Print a QR label for every room, rack, device, patch panel, and run so that scanning one later opens its page, and use the phone's camera or an NFC tag to find a record or read a serial number instead of typing it. - [Checklists and work orders](https://cablefolio.com/help/checklists-and-work-orders/): A checklist is a procedure on a property — commissioning, handover, an annual service — ticked off step by step from a phone and signed off by the customer; a work order lists the devices, runs, and checklists a job covers. - [Offline](https://cablefolio.com/help/offline/): Cablefolio keeps working in a plant room, a basement, or a lift: keep a property on your phone before you go, and every change you make with no signal waits in a queue and is sent, in order, when the signal returns. - [How offline sync works](https://cablefolio.com/help/offline-sync/): Cablefolio is built to be used where there is no signal, and this page explains what it keeps on your phone, how the changes you make offline reach everyone else, and why it never guesses when two people changed the same thing. ## Reports, sharing, and clients Reports and downloads, share links, and the client portal. - [Reports and sharing](https://cablefolio.com/help/reports-and-sharing/): Every client and property has a report — everything recorded under it as a page to print, a PDF, or a Word document — plus spreadsheet downloads of its tables, and an owner or admin can share a property's report through a link that needs no sign-in. - [The client portal](https://cablefolio.com/help/client-portal/): A client account is a customer's own sign-in: it reads that one client's record — its properties, what is installed, contacts, checklists and sign-offs, photos, and the report — and can raise service requests and send a login the team asks for, but cannot change anything else. ## Accounts, security, and data Accounts and roles, second factors, API tokens, importing and exporting data, and switching from another tool. - [Accounts and security](https://cablefolio.com/help/accounts-and-security/): Your own profile, password, second factor, and signed-in devices, what each role may do, and — for an owner or admin — how accounts are managed. - [Importing your data](https://cablefolio.com/help/importing/): Bring existing documentation into Cablefolio instead of typing it: devices from a spreadsheet or a scanner's export, a property's rooms, racks, runs, and links from a spreadsheet, cable tester results, and device presets — each previewed before anything is written. - [Switching to Cablefolio](https://cablefolio.com/help/switching/): How to bring documentation across from IT Glue, Hudu, NetBox, or spreadsheets and Visio — what imports today, what to re-create, and how to run both tools while you move. ## Questions and troubleshooting Answers to common questions, and what to do when something does not work. - [Frequently asked questions](https://cablefolio.com/help/faq/): Short answers to the questions people ask most about Cablefolio — what it is, who it is for, how it works on site, and how it is priced — each one complete on its own. - [Troubleshooting](https://cablefolio.com/help/troubleshooting/): What to do when something in Cablefolio does not work the way you expect: the camera, NFC tags, the offline queue, signing in, downloads, and printing labels.