Operation Guide Instructions

You can click on the left-hand directory to switch between browsing the FinClip product glossary, product operation guides, and POC guide manual. Specifically:

1. Guide Instructions

Guide Name	Guide Description
Product Glossary	Used to quickly understand and familiarize yourself with the proprietary terms and product terminology used during FinClip operation.
SaaS Version Operation Guide	Used to familiarize yourself with how to use FinClip in the www.finclip.com (opens new window) environment.
Enterprise Console Operation Guide	Used to familiarize yourself with how to use the Enterprise Console of FinClip in environments where you have deployed the Community Edition or purchased/deployed the Enterprise Edition (Subscription Edition and Enterprise Edition).
Operation Console Guide	Used to familiarize yourself with how to use the Operation Console of FinClip in environments where you have deployed the Community Edition or purchased/deployed the Enterprise Edition (Subscription Edition and Enterprise Edition).
POC Guide Manual	Used for capability verification of FinClip during product selection or before external implementation projects. If you have related needs, please call 0755-86967467.

2. Usage Flow

If you are using the FinClip Cloud version, the usage flow is as shown below:

If you are using an earlier version of FinClip, the usage flow is as shown below:

Please Note

Only the Community Edition and Enterprise Edition (Subscription Edition and Enterprise Edition) include the Enterprise Console and Operation Console. The SaaS version features a unified design for commonly used functions, allowing users to utilize and operate FinClip's features without switching between the Enterprise Console and Operation Console.

If you need to further understand the differences between versions, please click here (opens new window).