Support / Guide

The full guide

Every support article, grouped by topic. New to the platform? The interactive Setup Tutorial walks through most of this in order.

Getting Started

Signing in, finding your district, roles, and account security.

What is Valorem AI
A quick orientation to the platform and how the pieces fit together.
since v0.1
Trial sites: how the free trial works
What a self-service trial site is, what the banner means, and how to keep your site when the trial ends.
since v0.11.0
Signing in & finding your district
How to log in, and the fastest way to reach your own district’s settings.
since v0.11.8
Roles & permissions
The three roles in the system and what each one can do.
since v0.11.6
Turning on two-factor authentication
Why 2FA matters for a government-facing admin panel, and how to enroll.
since v0.11.5

Branding & Site Settings

Logo, colors, site templates, homepage layout, SEO, contact info, and GIS/CAMA links.

Branding your site
Logo, colors, and the fields that make your public site look like your district.
since v0.3
Color themes & light/dark mode
Pick one of five color themes, and set whether your site opens in light or dark mode.
since v0.10.0
Choosing a site layout (structural templates)
Five completely different page layouts — not just different colors — to pick from under Branding.
since v0.12.0
Arranging your homepage
Set your stats, reorder the homepage sections, hide any you don’t want, and add your own.
since v0.11.8
Hero image, overlay & effects
Set a homepage background photo and control how readable text sits on top of it.
since v0.3
SEO & Social settings
How your site appears in search results and what social links show in the footer.
since v0.6
Contact & Office info
Phone, email, address, and office hours shown across the public site.
since v0.3
CAMA / GIS integration
Linking out to your existing property-search or GIS tool.
since v0.8

Page Builder

Build pages visually from blocks — text, images, layout, and live data.

Page Builder overview
How the visual, block-based page editor works.
since v0.9.0
Text & button blocks
Rich Text, Heading, Button, Callout, Divider, and Accordion/FAQ.
since v0.9.3
Image & media blocks
Image, Image + Text, Image Gallery, Embed, and File download.
since v0.9.4
Layout blocks: Sections & Columns
How Section and Columns blocks nest to build real multi-part pages.
since v0.9.5
Live data blocks
Blocks that pull live records from your other tables — they update themselves.
since v0.9.2
Using Live Preview
See the real, on-brand page update as you edit — before you publish.
since v0.9.1
Drafts, publishing & navigation
Page status, slugs, and adding a page to the site menu.
since v0.9.0
Rewording a built-in page
Put your own wording on the standard pages (Protests, Forms, Board, ARB, Data Downloads, and more) without starting from a blank page.
since v0.16.0

Content & Collections

Notices, board members, meetings, the calendar, forms, links, jobs, media, and downloadable reports.

Public Notices
The pinned ticker and the notices feed — your fastest way to publish an announcement.
since v0.1
Calendar, Data Downloads & Abstracts
A public calendar of meetings and important dates, plus two pages for downloadable reports and legal-description records.
since v0.16.0
Board Members
Keep your board roster current — shown on the public Board page and in Page Builder cards.
since v0.1
Staff directory
Publish your staff — photo, title, and contact details — as a card directory.
since v0.9.11
Meetings (Open Meetings Act)
Board and ARB meetings, with the posting-time field the Texas Open Meetings Act requires.
since v0.1
Forms Library
Publish official Comptroller and district forms — organized by category.
since v0.1
Links (Tax Entities & Resources)
One link directory that feeds two public pages, split automatically by type.
since v0.8.9
Employment / Job Postings
Publish open positions to the public Employment page.
since v0.8.0
Media Library
Where every uploaded image and document lives, and how to find things fast.
since v0.1

Users & Security

Staff accounts, roles, two-factor authentication, and the audit log.

Creating staff accounts
Inviting colleagues and choosing the right role for them.
since v0.11.6
Audit log
A read-only record of who changed what, and when.
since v0.8.10

Platform Updates

How the What’s New changelog and version numbers work.

What’s New changelog
Where every platform update is documented, automatically.
since v0.8.0
How updates & versioning work
What the version number in the footer means.
since v0.1

Going Live

The checklist for taking a new district from draft to public — including Texas legal requirements.

Go-live checklist
What has to be true before a district’s site goes public.
since v0.16.0
Texas legal requirements for CAD websites
A plain-language summary of what Texas law requires a CAD website to do — not legal advice.
since v0.1

Troubleshooting & FAQ

Fixes for the issues staff run into most.

Troubleshooting & FAQ
Fixes for the issues staff run into most often.
since v0.1