Documents

Add, create, share and delete files and folders Folders created automatically When you create a client, project or person, automatically a folder, with the same name, will be created in Documents view. This is why, after you create or import your … Continued

Collaborate, update the last version of a document and check the previous ones.   Go to Documents; Go to the file you want to update and click on it; Go to the green “cloud” and click on Download or right click on … Continued

Share folder or document Right click on the folder you want to share; Click on the Share button; 3. Choose the access type – Private/Public to all users/Restricted to specific users; 4 .If you choose Private you need to click the Apply button; Private means that … Continued