Using Aero’s Grids To group items in a grid, simply click and drag any column header into the blue header at the top...
Manage Dashboard The Manage Dashboard gives you a central location to access the information you need to efficiently manage your firm. To access...
Cloning a Library Template If you want to use a Library Template as a starting point to create your own template, you can clone...
How to Use Library Templates To access the Aero Template Library, navigate to Library > Library Templates. You will see the the following information on The...
Who can Use Library Templates To access the Aero Template Library, navigate to Library > Library Templates. Users in their Free Trial Period – Only paid Aero...
How to Use a Library Procedure The Library procedures are all used in one or more Library Templates. If you’re using a template from the Aero...
Reports The Reports section in Aero gives you valuable information to help you better run your firm. You can customize and...
Report – Completed Aeros by Team Member All Aeros completed by each Team Member. Read more... Report Defaults Filtered for Completed Aeros only Date range is This...
Release Notes 3/29/17 New Features New, faster Manage Projects screen. We’ve redesigned the Manage Projects screen so that it loads faster and is...