How to manage documents


How to upload a document with your phone

In this article, you will learn how to upload a document or attachment via your mobile phone. more

Where can you attach files

You can add any attachments to any item, task, request, or minutes. You can attach any file (e.g. Document, picture) ... more

How to create folders for Attachments

You can sort attachments into folders. Folders can be set to restrict access to certain roles. more

How to upload an attachment or add a link

You can add any attachment or link to any item. more