Part 1

Creating your account

Registration, email verification, and first sign-in.

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Part 2

Plans and billing

Choosing a plan, activating your package, and the Chronicle subscription.

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Part 3

The dashboard

Finding your projects and navigating the dashboard.

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Part 4

The intake wizard

The 12-step project creation wizard — all fields explained.

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Part 5

The pipeline

Intake → Research → Story → Media → Delivery phases.

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Part 6

Editing in English and French

The bilingual editor, drafts, revision requests, and history.

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Part 7

Collaboration

Reviewer roles, comments, suggestions, and approval workflow.

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Part 8

Publishing & distribution

Building bundles, metadata, and sending to distribution channels.

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Part 9

The client portal

Family access, magic-link sign-in, and downloading deliverables.

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Part 10

Legacy sharing for heirs

Heir invitations, generational roles, and release conditions.

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Part 11

Memorial pages

Visibility modes, tribute timelines, capsules, and condolence messages.

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Part 12

AI memorial generators

Tribute letters, life summaries, obituaries, and preservation narratives.

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Part 13

The family historian

Bilingual AI chat, memory and chapter expansions.

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Part 14

Multi-generational continuity

Succession rules, successors, governance, and the continuity timeline.

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Part 15

Switching languages

How the language switcher works across all surfaces.

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Part 16

Troubleshooting

Common issues and how to resolve them.

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Part 17

Route map

Every URL in the platform at a glance.

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Part 18

Role glossary

Definitions for Author, Reviewer, Heir, Executor, and more.

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User guide | Roots We Planted