Before you begin
Consistent file naming makes later retrieval easier.
Recommended workflow
Agree a client, period and document-type naming convention. Link files to the intended client or project using the installed document tools.
Verify the result
Confirm the intended client, workspace and access scope. Menu labels can vary with the installed modules and their version.
Important
Do not put unrelated clients’ records in a shared folder without reviewing permissions.
When you need help
Share the workspace address, module name, approximate time and a redacted screenshot. Do not share passwords, access tokens or client documents in a public support channel.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
Contact the team