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Getting Started

This guide will help you get up and running with HKFR quickly.

Overview

HKFR is designed to be intuitive for financial reporting professionals. Whether you're creating annual reports, IPO documents, or ESG reports, this platform streamlines your workflow from initial creation to final approval.

User Roles

HKFR supports different user roles with specific permissions:

Role Description Permissions
Report Owner Primary owner of the report Full access including deletion, approval, user management
Content Editor Main content contributor Edit content, manage sections, collaborate
Finance Accountant Financial data specialist Upload financial data, create annotations
Designer Visual content manager Manage graphics library, insert images
Reviewer Review and approval role View-only access, commenting capabilities

Typical Workflow

graph LR
    A[Create Report] --> B[Add Collaborators]
    B --> C[Structure Sections]
    C --> D[Add Content]
    D --> E[Upload Financial Data]
    E --> F[Review & Comment]
    F --> G[Approve]
    G --> H[Export]
  1. Create Report: Set up basic report information and choose template
  2. Add Collaborators: Invite team members with appropriate roles
  3. Structure Sections: Define report layout and sections
  4. Add Content: Collaborative content creation with rich text editing
  5. Upload Financial Data: Integrate Excel data and create mappings
  6. Review & Comment: Stakeholder review with commenting system
  7. Approve: Formal approval process by designated approvers
  8. Export: Generate final PDF/DOCX documents

Next Steps