# Using

The Main Page allows users to perform the following:

- Select an account to access data for a particular user or set of users.
- View recent transactions
- Create a new transaction using Wolters Kluwer Financial Services content
- Search for a transaction
- Copy an existing transaction
- Open/edit a transaction
- Delete a transaction

Select a licensed product at the top of the page to begin.

Note: Depending on the permissions assigned to your login credentials, you will notice certain product tabs at the top of the screen. Financial Institution Administrators: for more information on using the Administration tool, see the DocOne® Administration Guide.