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...