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Knowledge base
Knowledge base
Documents (4)
collaboratif
Presentation of the Documents application (1)
What does the application Documents do?
Documents and folders management (8)
How to upload documents?
How to share documents?
What actions are available from the control panel?
View all 8
Managing automatic rules and workflows (2)
How to set up an approval helper?
How to set up the electronic delivery of pay slip helper?
The expiration of documents by company (7)
Access document expiration configuration customization
Customize the expiration process configuration by client
Delete a document expiration process customization for a client
View all 7
Documents settings (3)
Customise the DMS structure (8)
Before you start
Access to DMS customization
Archive tree structure
View all 8
Access management for the archive tree (5)
Before you start
Manage access rights by business profile on company archive tree
Manage all customized access
View all 5
Access management for the expiration of documents (6)
Before you start
Access document expiration management
Create an expiration process for a document type
View all 6
Task (5)
collaboratif
Presentation of the Task application (3)
What does this application Task do?
What does the Tasks app do (for accountants)?
What reports are available?
Tasks creation (3)
How to create a new task?
How to create a new task? (for practitioner)
How to create a group of tasks?
Tasks management (3)
How to complete a task?
How to comment on a task?
How to delete a task?
Approval request (3)
How to create an approval request ?
How to respond to an approval request?
What actions for a rejected document?
Engagements and templates (1)
How to set up an engagement for a company
Messenger (2)
collaboratif
Presentation of the Messenger application (1)
What does the application Messenger do?
Messages management (4)
How to send a new message?
How to access to a message?
How to search for a thread?
View all 4
Timesheet (2)
Presentation of timesheet (6)
What does the timesheet do?
How can I update a time automatically suggested from the timesheet?
How do I fill the time sheet?
View all 6
Setting up the time sheet (5)
How do I set up a time sheet?
How do I change the configuration of an accounting firm's timesheet?
How do I change the configuration of an practitioner's timesheet?
View all 5