Documents
Documents: folder, permissions and backup
The folder is where each client's paperwork lives. This course covers how it organizes itself, how to share a document without giving it away, who gets recorded when they open it, and how to keep a copy in your own cloud.
It is the shortest course and the one that prevents the most trouble: almost every document mess is about permissions, not files.
Start course The module on the platform DocumentsWhat you will achieve
- Upload and find documents without relying on your memory.
- Share with a lender or an attorney granting exactly the access needed.
- Keep a copy of everything in your Drive, OneDrive or Dropbox.
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