# A quick tour

Five-minute orientation. Read it once and you'll know where everything lives.

***

## The sidebar

The sidebar is your map. It's grouped into two blocks:

| Group        | Items                                                           | What's there                                                                                                                                                                                                                                                  |
| ------------ | --------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Platform** | Home, Transfer Packages, Approved Equivalencies, Course Library | The primary workspaces. You'll spend nearly all of your time in **Transfer Packages** (or in one specific package). [**Approved Equivalencies**](/working-with-packages/approved-equivalencies.md) is a cross-package view of every pinned match you've made. |
| **Settings** | Settings                                                        | Your organization's settings and team management.                                                                                                                                                                                                             |

At the very top of the sidebar you'll find:

* Your **organization name** and logo.
* A **Help…** field. Click it to open [Arlo](/reference/arlo.md), the in-app AI assistant.

At the bottom: your own user menu, with **Sign out**.

***

## The Home page

Home is a **kanban board** of every transfer package in your workspace, grouped by stage:

| Column                  | What's in it                                                                                                       |
| ----------------------- | ------------------------------------------------------------------------------------------------------------------ |
| **Not Started**         | Packages you've created manually but haven't started working on yet.                                               |
| **Transcript Research** | Mapademics is fetching the sending institution's catalog. You'll see a *Researching X%* progress bar on each card. |
| **Transcript Review**   | The transcript has been extracted and is waiting for you to review on the **Transcript Review** tab.               |
| **Course Matching**     | Source courses are locked in. Time to pin equivalencies on the **Course Equivalencies** tab.                       |
| **Completed**           | Every course is pinned and the report is ready to download.                                                        |

Each card shows the package name, the sending institution, course count, and how long ago the package was last touched. Click a card to jump straight into that package; click the arrow icon next to a column header to see the full list filtered to that stage.

For the lifecycle in detail, see [How a package flows](/working-with-packages/how-a-package-flows.md) and [Package stages](/reference/package-stages.md).

***

## Where each workflow lives

Use this table when you're not sure which sidebar item to click.

| You want to…                                        | Go to                                                    | More                                                                             |
| --------------------------------------------------- | -------------------------------------------------------- | -------------------------------------------------------------------------------- |
| Start a new evaluation from a transcript PDF.       | **Transfer Packages → Create Package → From Transcript** | [Importing a transcript](/working-with-packages/importing-a-transcript.md)       |
| Start a new evaluation by hand (no transcript).     | **Transfer Packages → Create Package → Manual**          | [Creating a manual package](/working-with-packages/creating-a-manual-package.md) |
| Confirm extracted transcript courses.               | A package → **Transcript Review** tab                    | [Reviewing the transcript](/working-with-packages/transcript-review.md)          |
| Match transferring courses to your own catalog.     | A package → **Course Equivalencies** tab                 | [Matching course equivalencies](/working-with-packages/course-equivalencies.md)  |
| Download the finished articulation PDF.             | A package → **Report** tab → **Download PDF**            | [The articulation report](/working-with-packages/the-report.md)                  |
| Rename a package or change its sending institution. | A package → **…** next to the title                      | [The package page](/working-with-packages/the-package-page.md)                   |
| See every package in one list.                      | Sidebar → **Transfer Packages**                          | [How a package flows](/working-with-packages/how-a-package-flows.md)             |
| Look up every pinned equivalence across packages.   | Sidebar → **Approved Equivalencies**                     | [Approved Equivalencies](/working-with-packages/approved-equivalencies.md)       |
| Invite a teammate.                                  | **Settings → Users → Invite User**                       | [Inviting your team](/setting-up-your-workspace/inviting-your-team.md)           |
| Rename your organization or copy your API key.      | **Settings → Organization Settings**                     | [Organization settings](/setting-up-your-workspace/organization-settings.md)     |
| Ask the in-app assistant a quick question.          | Sidebar **Help…**                                        | [Arlo, your in-app helper](/reference/arlo.md)                                   |

***

## Read this next

If you're new, the most useful next step is to understand the package lifecycle. Continue with [How a package flows](/working-with-packages/how-a-package-flows.md).


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://transfers-docs.mapademics.com/getting-started/quick-tour.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
