# Workganic Documentation

Clear, practical instructions for setting up and managing the parts of Workganic your agency uses every day.

Reviewed 2026-09-02

## Find the right guide

Use these guides to understand what a setting changes, what remains private, and when a change becomes visible to other people.

- [Understand workspaces and status labels](/docs/start-here/workspaces-and-status/) before making your first change.
- [Open the Website Builder guide](/docs/marketing/website-builder/) to create and edit pages.
- [Follow the website migration guide](/docs/marketing/migrate-existing-website/) to recreate an existing site in Workganic.
- [Review publishing statuses](/docs/reference/statuses/) when you need to distinguish a draft, test view, and published page.

## Browse by work area

- [Your first day](/docs/start-here/first-day/) and [privacy boundaries](/docs/start-here/privacy-boundaries/)
- [Dashboard](/docs/dashboard/) and [CRM](/docs/crm/)
- [Phone](/docs/phone/), [Schedule](/docs/schedule/), and [Mail](/docs/mail/)
- [Files](/docs/files/) and [Client Portal](/docs/client-portal/)
- [Marketing Dashboard](/docs/marketing/dashboard/) and [Prospect Research](/docs/marketing/prospect-research/)
- [Batch](/docs/batch/), [Print](/docs/print/), and [Books](/docs/books/)
- [TeamChat](/docs/teamchat/) and [Settings](/docs/settings/)
- [Search Documentation](/docs/reference/search-documentation/), [Troubleshooting](/docs/reference/troubleshooting/), and the [Public Content Safety Checklist](/docs/reference/public-content-safety/)
- [Website Migration Acceptance Checklist](/docs/marketing/migration-acceptance-checklist/)

## How these instructions are written

Each procedure names the visible control to use, the expected result, and a verification step. Exact labels appear in **bold** so they are easy to find on screen.

> Work in a draft until the page, forms, links, search details, and mobile layout have been reviewed. Publishing is a separate step.

## Before you begin

Confirm that you are in the intended Workganic workspace and that your role permits the change. Use synthetic information while learning or preparing a reusable example. Do not copy client, applicant, policy, health, payment, or other private information into a public web page.

## Need help

If the screen does not match a guide, stop before publishing and use [Workganic Support](/support/). Include the guide title, the visible status, and the step where the result differed. Do not include passwords or private client information.