Perla Help and Support

How do I get help?

We can help you with in two ways:

You can ask Perla's Chatbot to help you answer your question. Perla Chatbot can help you by providing an answer or instructional videos when available.

Alternatively, to reach a representative please send us an email or call us at 202-800-5858, Monday - Friday, 9am - 5pm EST.

You may also find your answer in the following Frequently Asked Questions (FAQs)

Frequently Asked Questions (FAQs)

How do I create an account?

To create a new Perla location account, you must contact Perla by either booking a demo or calling us at 202-800-5858, Monday - Friday, 9am - 5pm EST.

How can I add or update my payment information?

Payment information may be changed by contacting support@goperla.com or calling us at 202-800-5858, Monday - Friday, 9am - 5pm EST. Our representative can assist you with updating your payment information.

How do I contact Perla about billing issues?

If you have any questions about your invoice you can email support@goperla.com or call us at 202-800-5858, Monday - Friday, 9am - 5pm EST.

How do I cancel my account?

To cancel your account, please send us an email with your request to cancel the account to the following email address: support@goperla.com. The email must be initiated by the account administrator.

Getting Started & Account Set Up Tutorials:

How do I log in to Perla as User?

1. Go to www.goperla.com;
2. On the top right corner of the Perla homepage and click "Perla 2.0 Log In" in blue font;
3. If you already have an account, Sign in with our log in and password and two factor authentication;
4. If you do not already have an account, but your company is registered with Perla, you may contact your administrator to provide you access as a User;
5. If your company is not yet registered with Perla, please contact us to register your account.  You may reach us at (202) 800-5858 M-F between the hours of 9AM to 5PM EST or you may email us at Support@goperla.com with the subject "New Client."  Please provider your name and your contact information in the email address so we can contact you.

How do I reset my password or recover my login credentials?

1. Go to www.goperla.com;
2. On the top right corner, click "Perla 2.0 Log In";
3. Click "Forgot Password";
4. Add your "email" to receive a new password reset link;
5. Go to your email inbox, find the password reset link and select the link;
6. Set your new password.

What roles and permissions are available in Perla?

Perla allows user access permissions and user rights:

1. Account admininstrators can assign other administrators, editors and viewers.  Additionally, roles and permissions may be limited by departments and document type within each location.  
2. Administors have access to everything in a location.
3. Editors will have access only to the Department and document modules to which they are assigned. They can edit and upload/download documents.
4. Viewers will have access only to the Department and document module to which they are assigned.  Viewers have read only access but can download attached documents they have access to.
5. To assign a new User to a Location or Department, you may go to "User Management".

How do I invite additional Users to the platform?

1. Only an Administrator User can add new Users to the platform;
2. Select "User Management" at the bottom of the Navigation Bar on the left;
3. Click "+ Invite User";
4. Add User's contact information including the required new User's name, email address and role;
5. Click "Invite" - an email will be sent to the new User from Perla including a link to start them on registration process.
6. Video Tutorial: Inviting or Adding New Users to Perla Platform

Staff Credentialing & Compliance Platform Tutorials

How do I create employee folders?

• Video Tutorial: Adding New Employee Folders
• Employee folders contain employee related documents. (See below, "How do I add employee credentials and documents")
• Employees do not have access to Perla platform.

How do I add employee credentials and documents?

• Video Tutorial: Adding Documents to Employee Folders

How do I create and send e-Signature Documents?

• To send e-Signatures you must first create template e-Signature form. Then you must save the template e-Signature form to your local drive. The template e-Signature form can then be used in a new Document File to create Actions. Once you have created and saved the e-Signature form, you must upload it into Perla in a New Document File. This template e-Signature form must be the first document in the Document File. Once saved as the initial document in the Document File, it will become the template for all future e-Signature form. The system will always use this initial form as the template for all future e-Forms regardless of how many versions you save after the initial document.
• To Create e-Signature forms, you must use the E-Form Template maker. Simply upload the PDF you would like to e-Sign. Place a signature box at the signature line. Add any instructions using Text fields. Save the prepared form to your local drive.
• To Send the template e-Signature forms, you must first go to Employee/Equipment/Facility Folders, create new document and upload the e-Signature form from your local drive to the new document as the first/initial document. Once uploaded, this e-Signature template will always be used for all future e-Signatures. reate an E-forms Action for this new document.

How do I create and send e-Forms?

• To send e-Forms you must first create template e-Form. Then you must save the template e-Form to your local drive. The template e-Form can then be used in a new Document File to create Actions. Once you have created and saved the e-Form, you must upload it into Perla in a New Document File. This template e-Form must be the first document in the Document File. Once saved as the initial document in the Document File, it will become the template for all future e-Forms. The system will always use this initial form as the template for all future e-Signature forms regardless of how many versions is saved after the initial document.
• To Create e-Form, you must use the E-Form Template maker. Simply upload the PDF you would like to convert into a fillable form or start a new document if you would like to make a fillable form. Place text boxes, e-signature box in the e-Form. Add any instructions using Text fields. Save the prepared form to your local drive.
• To Send the template e-Form, you must first go to Employee/Equipment/Facility Folders, create new document and upload the e-Form from your local drive to the new document as the first/initial document. Once uploaded, this template e-Form will always be used for all future e-Forms. In Actions, create an e-Forms Action for this new document. The e-Form Action will send the attached e-Form template to the email you provided on each reminder date. The recipient will be able to download, complete, sign and return the e-Form through a link they received by email.

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