Learn QBO
QBO is the orchestration platform behind every Quandis product. These guides explain how it works at three depths:
- End user: day-to-day work in processes, worklists, and documents.
- Power user: configuring templates, workflows, rules, and security.
- Developer: APIs, data models, and integration.
Most pages have a view for each. Choose one under the page title and links across Learn will follow your choice. New to QBO? Start with Getting Started, and look up unfamiliar terms in the Glossary.
Processes & workflow
Section titled “Processes & workflow”TemplatesHow every kind of record is defined, secured, and kept consistent.
Processes (Cases)The process (case) attached to any record, holding everything about the work.
WorkflowSteps, dependencies, durations, child workflows, and holds.
Business RulesRules matrices for routing and pricing, and validation on every save.
Documents and work
Section titled “Documents and work”Document ManagementStore, generate, move, and process documents.
WorklistsRoute tasks and exceptions to the right people.
MessagingEmail, SMS, and notifications from templates, plus inbound email.
Data & insight
Section titled “Data & insight”ImportsLoad files and data through staging and validation.
FormsQuestionnaires and structured data capture on any record.
ScoringCalculations and extraction with typed values and confidence.
ReportsSaved queries, scheduled reports, and dashboards.
LedgersCharges, payments, and invoices on any record.
Partners, security, and AI
Section titled “Partners, security, and AI”SecurityUsers, roles, sign-on, API keys, and row-level partner security.
Contacts & OrganizationsPeople, organizations, and the roles they play on records.
AIWhere AI runs inside QBO, and how its results land as data.
API & ArchitectureThe API route pattern, queuing, and configuration.
Walkthroughs
Section titled “Walkthroughs”WalkthroughsStep-by-step scenarios that combine building blocks: worklists, API calls, AI, and mortgage and insurance operations.
Glossary
Section titled “Glossary”GlossaryPlain-English definitions: case management, workflow orchestration, agentic AI, document processing, and compliance terms.
Products
Section titled “Products”QDocsSplit, classify, and extract documents, with confidence scores and review.
Military SearchSCRA and MLA active-duty status checks for businesses with a permissible purpose.
Bankruptcy SearchSearch and monitor federal bankruptcy filings and dockets.
Title DirectCentralized title ordering, reuse, and updates across title vendors.
ADR (Freddie Mac)Attorney Data Reporting: user guides, servicer guide, and integration guide.
DRA (Fannie Mae)Default Reporting Application: uploads, sFTP, and API submission.