This page explains how to set up company data and manage access permissions on QuotaBook.
Here we will demonstrate how to:
Navigate to: [Company Settings] → [Documents]
Navigate to: [Company Settings] → [Documents]
You may create folders to manage files by categories.
1. In the [Documents] page, select [+ Add New] button on the right and select [Create New Folder].
2. Enter the new folder name and select [Create]. You will see the created folder
above the list of files.
You can move an uploaded file into another folder by selecting [⋮] toggle button on the right hand side followed by [Edit].
Navigate to: [Company Settings] → [Documents]
Note: You cannot restore a file once deleted.
Navigate to [Company Settings] → [Documents]
You can gather all your frequently visited websites, Google Doc files, Google Drives and Dropbox links in one place.
1. In the [Documents] page, click [+ Add New] button on the right and select [Add a File Link].
2. Enter the file name, link and tags (optional) then select [Add].
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