Client help centre

  1. Client Portal
  2. New Client Views
  3. Rooms

Rooms

  • How do I work inside the Rooms feature?
  • How do I know if a Room has had activity?
  • How do I download a document from Rooms?
  • How do I add or remove Members in Rooms?
  • How do I upload a new or existing document in Rooms?
  • How do I export a Room's data?
  • How do I adjust Room settings?
  • Can I add a Room?

Portal

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