File Organizer
The File Organizer is where all login users can manage all of their files. It provides a place to store and view uploaded files and work on a client’s portfolio and to collaborate with other users associated with that client. File Organizer’s Location: Click on “Actions” on the main toolbar. Select “File Organizer”.  The File Organizer […]
File Organizer’s All Files Feature
The All Files feature allows a user to see all of the files that they have can permission to access. All of the files appear at one time , regardless of the folder locations they are in or the clients they are under. To find the All Files feature: Click on “Actions” on the main […]