Guides

Task-focused guides for getting things done in Invy — pick the workflow you need.

Available Guides

• Locations & Folders — build and organize your folder tree.
• Items & Units — add items, place units, and print labels.
• Unit Attachments — keep receipts, warranties, and repair docs on the unit.
• Personal Items — record items that belong to an individual, without managing them.
• Printing Asset Labels — label stock, printer settings, and scanning.
• Moving Assets — relocate units and view movement history.
• Borrowing & Lending — lend units to people and track what’s out.
• Damage & Maintenance — report, assign, and resolve damaged or lost units.
• Reports & Analytics — read your inventory charts and export data.
• Roles & Permissions — control who can see and do what.
• Trash & Recovery — restore or permanently delete folders and units.
• Importing from a Spreadsheet — bring an existing inventory in via CSV.
• Audit Log — the organization-wide record of every change.
• Backups & Restore — export and restore your organization’s data.
• Billing & Plans — manage your subscription.
• My Team — invite, edit, and remove teammates.
• System Settings — organization details, categories, and SLA policies.