What is “Get your Fold ready” and why do I see those steps?
“Get your Fold ready” is the only list of first steps in Fold: the least needed for it to answer with your data. You only see the steps that apply to your business, from what Fold already knows about it (what you answered in “Tell us how you work”, your plan, whether Fold is installed or in the cloud, and your files). Done steps are ticked; what does not apply to you does not show. It sits above the conversation while something is missing; afterwards, in Help.
Which steps can show (and when)
- Tell us how you work. The short profile of the first day: it almost always shows as done already, and it is where Fold learns how many of you there are and whether you use Excel.
- Your data, first. If Fold is installed: “Copy your Excel files into the Fold folder”. Fold looks at the folder and tells you what it cannot read as it is: Excel files in subfolders (it only looks at the top one), Google sheets (download them as Excel), old .xls files (save them as .xlsx), files with a password and the same Excel twice under another name. An Excel file with macros (.xlsm) is read like an .xlsx: only the data in its sheets; the macros are never opened or run. In the cloud: “Upload your Excel files”, in “My data”. If you told us you do not work with Excel: “Download the template for your sector”, which already has the columns Fold understands.
- Confirm what I understood of your sheets. Only if a sheet is waiting for your approval: until then Fold does not use its figures.
- Ask me something about your data. Fold answers with your figures and tells you which file and which row each one comes from.
- Choose a second folder for the backups. Only in the installed Fold and only for the owner. Fold makes a backup every day and suggests where to keep another one: a USB stick, another disk or your OneDrive, Dropbox or Google Drive folder. When you choose it, it asks for your password. Backups are not encrypted.
- Set the time to automatic and Open me always from the Fold icon. They only show if something on this computer needs fixing. While you see “Updating Fold”, do not switch off or restart the computer even if it takes a while.
- Invite your team. Only if you told us there is more than one of you and your plan allows more than one person.
- Protect your account with a second step. For the owner: two-step verification (it also works without internet). If you say “Later”, it is suggested again a few days later.
- Book your first appointment. Only if your plan includes the diary.
Where you see it
While something is missing, the list sits above the conversation, with how many steps you have done (“2 of 5 ready”): the current step is open, with its explanation and its button; the others take one line. The owner and whoever runs the business see it. When everything is done, or if you press “Do not remind me here”, it leaves that spot and you have it in “Help” › “Get your Fold ready”. If something does not add up, tell Fold Burnao from “Help” › “Support”.