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Creating Dossiers

Engracia Villar

Engracia Villar

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Create a dossier in an instant

In two easy steps you can create a Dossier.

If you also want to assign documents to the dossier and decide with whom you want to share it, you can do it at the same time of creating it.

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1.- Click the “Create Dossier” icon:

2.- Give a name to your Dossier, a name related to the documents that you are going to assign it. If you just want to create it, you can now click Save and… Already created!

If, while creating the dossier, you want to assign documents at the same time, click on “+ Add documents to the dossier” and follow this link.

You also have the possibility, while creating the dossier, to add those contacts with whom you want to share this dossier. Click on “+ Add contacts to the dossier” and click on this tutorial.

Remember to “Save” it, once you have finished.

Compártelo
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