All guides
Guides
How to use Rakolto
One page for each part of the app, each with a short video and the steps written out.
Getting started
Loans & borrowers
Create a loan
One drawer creates the folder, the checklist and the secure link, and emails your borrower.
Document templates
Save the checklists you send most often and add one to a new loan in a click.
The borrower upload link
The short link and its password, what your borrower sees, and when a link stops working.
Ask for a new copy
Send a document back with a reason. Your borrower uploads the new copy on the same link.
Manage your loans
Search and filter every loan, act on many at once, export to CSV and mark loans complete.
Archives
Move finished loans out of the way without deleting anything, and restore them any time.
Staying on top
Your dashboard
Your numbers at a glance and the Needs attention queue: which loans need you, and why.
Automatic reminders
How Rakolto chases missing documents, how often it writes, and when it stops.
Notifications
Arrival emails, the daily summary, and the bell that collects everything in the app.
Tasks
A board for the to-dos around each loan, with due dates, priorities and loan links.
Contacts
Your borrower book: details, private notes and every loan each person is on.
Reports
Turnaround, what is still outstanding, what stalls, and exports to CSV and PDF.
Command Center
Search loans, contacts and tasks at once, act on a loan in place, and run any command.
Shortcuts & right-click menu
Every keyboard shortcut, the forms you can submit from the keyboard, and the right-click menu.
Your account
Preferences & appearance
Arrival emails, your reply-to address, theme, text size, contrast, motion and the aurora.
Plans & credits
Your plan, Email Credits, email top-ups and changing plan.
Your workspace
What your Personal workspace is, and how to rename it and set its time zone.
Account & devices
See where you are signed in, sign a session out, and delete your account.