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Documents & files

The document vault, file sharing, Google Drive, the knowledge base and the wiki.

Articles: 7

Every guide in this category, in reading order.

The document vault One place for the company's files, with folders, templates, labels and links to customers and projects.
Share files with customers and partners Send a file to somebody outside the company without e-mailing an attachment.
The knowledge base, the wiki and notes Three places to write things down, for three different audiences.
Notes and reminders Write private notes, share them, attach them to a customer or project, and be reminded.
Scan and file documents Photograph or upload a document. IDup recognises what it is, what it belongs to, and files…
Ideas, boards and visual thinking The idea hub and the drawing tools, for the work that happens before a task exists.
Templates for documents and e-mails One place for quote, invoice, contract, e-mail, SMS and payroll templates, with versions and languages.

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