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Folder notes

A simple notepad to share information with other folder users. These notes are visible to all users that have access to this folder.

Jan Korecky avatar
Written by Jan Korecky
Updated over 3 years ago

Notice a difference:

Folder notes allow you to create an information bulletin for the users of your folder. It can be anything that you can write down:

  • Set of instructions on how to handle invoice coding in standard cases or how to handle edge cases

  • Contact information in case you need to contact clients or certain suppliers

  • Internal process notes

  • Or anything else that you want to share with your team regarding the actual folder

Access Folder from the Folder Menu:

Folder notes are really easy to use. Just click Edit to enter some text and click Save when you finish editing.

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