Learn the platform with practical guides

Browse step-by-step instructions for ERPNext workflows, integrations, configuration tasks, and customer-facing processes.

Tutorial Sections

2 pages

Tutorials

Use this guide when setting up a new WhatsApp Business Platform account for a customer, connecting a production phone number, creating the Meta app, completing business verifica...

WhatsApp Business API SetupFrappe / Erpnext: V15 To V16 Migration Guide
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10 pages

Frappe Technical Overview

Frappe is a full-stack, open-source web framework built on Python and JavaScript — the foundation of ERPNext, the world's most popular open-source ERP.

Frappe & Hybrowlabs OverviewFramework Architecture & Core ConceptsInfrastructure & Scalability
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6 pages

Whitepapers

This guide explains, at an executive level, how OCR-based expense receipt extraction works in ERPNext HRMS, what controls are in place, and what business value leadership should...

OCR and Data Extraction for Expense Receipts in HRMSAI-Augmented Helpdesk: Using AI and Helpdesk TogetherKnowledge Retrieval Assistants Over Sops, Contracts, And Technical Manuals For Erpnext
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20 pages

Hybrowlabs Customer Handbook

A short, honest field guide to running a project with Hybrowlabs, covering onboarding, delivery, support, training, security, FAQs, and success stories.

WelcomeCompany IntroductionCore Services We Provide
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Security & Compliance

2 pages

Start Here

This Security wiki is the central policy and evidence library for Hybrowlabs security documentation.

Security Policy HubPolicy & Evidence Library
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4 pages

Governance & Risk

Define Hybrowlabs' baseline information security requirements for protecting customer, company, employee, and operational information.

Information Security PolicySecurity Risk Management PolicyAsset Management Policy
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5 pages

Privacy & Data Protection

This policy defines Hybrowlabs' approach to protecting personal data and supporting obligations under applicable privacy and data protection requirements, including the Digital...

Data Privacy and DPDP PolicyData Processing Agreement / DPDP Addendum TemplateDocument Request and Secure Data Exchange SOP
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8 pages

Access, Network & Cloud

Ensure access to systems and data is authorized, traceable, least-privileged, and removed when no longer required.

Identity and Access Management PolicyPassword PolicyNetwork Security Policy
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5 pages

Endpoint & Operations

Protect laptops, workstations, servers, containers, and other endpoints that access or process company or customer data.

Endpoint Security and Hardening PolicyPatch Management PolicyBusiness Continuity and Disaster Recovery Policy
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5 pages

Secure Engineering & VAPT

Define how vulnerabilities are identified, triaged, remediated, validated, and communicated.

Vulnerability Management PolicyVulnerability Remediation SLA MatrixVAPT / Penetration Test Executive Summary Template
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7 pages

People & Third Parties

Define personnel security controls before, during, and after employment or engagement.

HR Security PolicyAcceptable Use PolicyBackground Verification Process
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Need help with your workflow setup?

If you're stuck or want help applying these guides to your setup, our team can assist with configuration, customization, and workflow implementation.