Adding a File

In this video, you will learn how to add and delete files. You can also add and edit notes that accompany the file. They can then be saved to a selected folder from the drop-down menu.

	Show List of Files
	Upload a File
	Delete a File
	Add a Note
	Save to a Specific Folder

Adding a Client

Keep track of your clients and add new ones. This video demonstrates how to easily add a client and fill in their business as well as contact information. A helpful prompt will let you know if any required information is missing.

	View Client List
	Add a Client
	Delete a Client
	View Contact Information
	Helpful Prompts for Required Information

Sending a Message

In this video, the internal messaging system is featured. Messages can be sent to one or all recipients with copies to designated team members. You can also attach a file, sort messages with folders and search messages.

	View All Messages
	Send to Multiple Recipients
	Attach a File to Message
	CC One or All Team Members
	Sort Messages Into Folders