Account and administration
- Adding a New User & Assigning Access
- Billing
- Company Information
- Creating Departments and Categories
- Departments & Categories
- Editing Personal/Profile Info
- How do I log in/out?
- New User Checklist
- Page Views: overview
- Password Reset
- Supplier Signup
- Client Onboarding Guide
- Administration Sections
- User Accounts
- Page Views: configure fields
Customers and suppliers
Uploads and exports
- Exporting Custom PDF Line Sheets
- Exporting Custom PDF Tech Packs
- Exporting Custom Sheets
- Exporting Default PDF Line Sheets
- Exporting Default PDF Tech Packs
- Bulk Upload Product Data and Media
- How to export a PDF Quote
- Supported File Types
- Techpacks and Linesheets
- Backups & Exports
- Upload Data into Surefront
- Managing Catalog Backups
Reference and indexes
Messaging and workflows
- Messaging Internal Team Members
- Messaging Participants
- Image Comments
- Messaging through Orders
- Messaging through Quotes
- Messaging your Buyer with Sticky Notes in Quotes
- Messaging your Supplier with Sticky Notes in a Quote or Order
- @ Mentions
- Bulk Editing Tasks in Workflow
- Send to PD Notification- Messaging
- Sticky Notes
- Where to send messages
- Workflow
- Workflow Dashboards
- Creating Workflows
Product catalog and showcases
- Adding a Supplier to an Item
- Catalog Management: structure
- Catalog Management: categories and access
- Catalog Table of Contents
- Deleting Products from the Catalog
- Getting Started - Brands/Suppliers
- How to add products to the Catalog
- How to Duplicate Products in the Product Catalog
- How to tag a product
- Inventory
- Managing Products in your Catalog
- Using Filters in Catalog
- How to Create a Showcase from the Catalog
- Receiving a Showcase From Your Supplier
- Save Back to Catalog (Product Details Page)
- How to Save Products to the Catalog from a Quote
- Bulk Edit
- Tagging Products
- The Catalog
- Showcases
Bills of materials
Projects and product development
- Adding Products to a Project
- Creating a Program
- Creating a Project from Catalog
- Editing Product Details in Projects
- Requested Updates Folder (Send to Sales)
- Table of Contents: Projects
- Using Filters in Projects, Quotes & Orders
- Sending to Product Development (PD)
- Navigating the PLM
- Creating Projects
- Product Lifecycle Management
- Use Product Development in a Project
Orders
- Getting Started - Buyer
- Add a PO#, Customer, and Customer PO# to an Order
- Adding Special Notes to an Order from your Supplier
- Confirming an Order: supplier
- Creating a Purchase Order from Catalog
- Editing a Confirmed Order
- Order History
- Placing an Order from a Quote
- Placing an Order from the Quote Received from your Supplier
- Sales History
- Sales Order from Catalog (Seller Generated PO)
- Table of Contents: Orders
- Preparing an Order
- Confirming an Order: buyer
Quotes
Analytics and reporting
Sura and knowledge base
Historical release announcements
- April 2023 Release Announcement
- April Release Announcement: projects and catalog
- April Release Announcement: mentions
- December 2023 Release Announcement
- December 2023 Release Announcement #2
- December Release Announcement
- February 2025 Release Announcement
- February Release Announcement
- Happy New Year & 2023 Recap
- Jan 2024 Release Announcement
- January 2023 Release Announcement
- June 2022 Release Announcement
- June 2024 Release Announcement
- June Release Announcement
- March 2024 Release Announcement
- March Surefront Release
- May Release Announcement
- November 2023 Release Announcement
- November 2024 Release Announcement
- October 2024 Release Announcement
- August 4th 2026 Release Notes
