4. Workspaces

Shared access to documents and templates for Advisors & Assistants (Shared folders)

Can I share documents with my colleagues?
How do I create a team or add members to a team?
Can I create documents that are private and only visible to me?
Why can’t I see all my documents?

Categories

1. Document Set Up
2. Sending Documents
3. Following up on Documents
4. Workspaces
5. Templates

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