Help Center
User Guide
Everything you need to know to make the most of Papilio.
Advanced Features
User Profile & Personal Settings
Access your profile via the top-right user menu. From here you can:
- Update personal contact details and display name.
- Change your password.
- View your personal attendance logs and metrics.
Attendance Tracking
Papilio tracks team attendance automatically through Check In / Check Out:
- Click Check In at the start of your workday and Check Out at the end.
- Break — Log break periods within the day for accurate net working hours.
- Attendance data feeds into Resource reports and capacity calculations.
- Metrics available: total hours per day, average per period, and overtime patterns.
Client Portal
Give clients self-service visibility into their own services, documents, and invoices through a secure Client Portal.
To grant a client portal access:
- 1Go to Clients → select the client.
- 2Open the Contacts sub-section and select or add the contact person.
- 3Toggle on Login Access. An invitation email is sent to the contact.
- 4The client can now log in at your firm's subdomain and view their own services, files, and invoices only.
Email File Uploads
Upload documents directly into a specific service by email — no login required:
- Send an email with the file(s) attached to notify@papilio.co.in.
- Set the email subject to:
#ServiceID: attach— for example:#S1016V1743: attach. - The file is automatically linked to that service within 15 minutes of sending.
- Find the Service ID on the service's Detail tab or in the URL.