Setting Up to Receive Notifications
Notifications are an easy way for a user to stay on top of changes to their clients. If a user has access to a client, they can set up to receive specific notifications for them. Ā Administrative roles can alsoĀ be notified of changes to all user rolesĀ available in the System Admin window. There is more information […]
Keywords Feature
A keyword can be added to any file available with permissions to the user. This feature provides another form of metadata to add to the file. Many users use this feature to add a weight to the file. For example: Severity 1, Severity 2, etcetera. All keywords will be author and timestamped. Keywords can be […]