Recent articles

• How to use the Distributed Documents tool?

  With the Distributed Documents tool, you can send one or more documents to one or all ...

• How to add a Trusted Advisor?

  You can help your client by adding Trusted Advisor access to the company folders. To d...

• How to upload documents inside a vault?

  There are different ways to upload the documents in the vault: 1. Using the Uploa...

• Entities enhancements (New)

  Now it's easier to pick the color of your entity to easily identify documents. ...

• Improvements on Contacts details (New)

  You will find some improvements when creating a contact or views their details page: ...

• New highlighted colour on selected items (New)

  Now it's easier to identify the items that a user have selected with a new highli...

• Clear filters faster (New)

  In one click you can now clear all filter to unhide folders and files by selecting Sho...

• New Grid View (New)

  We have made some changes to improve the look & feel of our Grid View: Modern lo...

• Revised and Updated Contact Tags

  In the new version, we have renamed the Contacts tags to provide a better and more int...