1. Content Management System
  2. Get started
Get started

Get Content Management System running in four steps.

Prepare a small editorial cycle with clear owners and review.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Content Management System. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Content Management System in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started and select Content Management System. Identify the administrator who will set category definitions and assign editorial access. Begin with one organization so each person can check the records relevant to their work.

Prepare the first operating cycle

Enter a category and the people who will own, prepare and review content. Create an item with a planned publication date, then attach a revision and its source evidence. Ask a separate reviewer to record a decision. Walk a returned decision through correction before trying an approved one.

Review before release

Check the approved source revision, publication date and destination. After release, open the published link and compare it with the item record. For a failed or uncertain attempt, inspect its run and steps before retrying. Use the implementation plan for the rehearsal and pricing for the next step.

Set up Content Management System your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started