FAQ
List of commonly asked questions with answers.
Moving items is restricted to "Admin" and "Owner" roles within an entity. If you are an admin or owner and you want to move items around...
Thu, 16 Mar, 2017 at 6:02 PM
To create a new account:
1. Select Individual (avoid Organization as it's similar and not needed)
2. Enter your First and Last Name
3. Enter you...
Tue, 30 Jan, 2018 at 11:09 AM
As a company, we have decided to leverage the FreshDesk help desk system to provide you with our very best. This technology is far better than a Word Press ...
Fri, 20 Mar, 2015 at 1:04 PM
The Inbox is your default view when you login to the program. The Inbox consists of“Notifications” and “Reminders”. You are going to love this feature a...
Thu, 19 Mar, 2015 at 2:06 PM
A Company, division, department, location or any top level point of management you decide. Most small businesses would use Entity for their main legally ...
Wed, 22 Feb, 2017 at 10:43 AM
Functions are merely a means to break down your business structure by the type of content you keep, which we provide you with two: file and document types...
Tue, 6 Jun, 2017 at 6:44 AM
Before you go too far with building out your Entity in your account, you’ll want to add yourself if you're working in a separate business account and...
Thu, 23 Feb, 2017 at 3:12 PM
The file type content was created so you can build organization around items that are file intensive. Things like all your entity organization files (artic...
Thu, 19 Mar, 2015 at 2:25 PM
The document type content was created so you can build organization around items that are text based and link to many different things, like images, websit...
Thu, 19 Mar, 2015 at 2:38 PM
Question: I was invited to see some content. I created my account. I logged in but did not see the content that was shared with me. Any ideas???
Answe...
Thu, 3 Sep, 2015 at 6:16 PM