How do I link a file to another contact, company or project (Paste as Link)? Date: November 21st, 2018 By: infoflo2019 Categories: Document Archiving, Document Management Read More
How do I create a new copy of a file and link it to a contact, company or project (Paste as Copy)? Date: November 21st, 2018 By: infoflo2019 Categories: Document Archiving, Document Management Read More
How do I link a file to another contact, company or project and remove the file from the original entity it is linked to (Cut & Paste)? Date: November 21st, 2018 By: infoflo2019 Categories: Document Archiving, Document Management Read More
How do I upload a file to a contact, company, category or project? Date: November 20th, 2018 By: infoflo2019 Categories: Document Archiving Read More
How do I create a New Folder and Upload a file within the My Files tab? Date: November 20th, 2018 By: infoflo2019 Categories: Document Archiving Read More
How do I drag a file from My Computer and upload it to a Contact, Company, Category or Project? Date: November 16th, 2018 By: infoflo2019 Categories: Document Archiving, Document Management Read More
