This page explains how to set up company data and manage access permissions on QuotaBook.
THIS PAGE EXPLAINS 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, click [+ Add New] button on the right and click
Create New Folder.
2. Enter the new folder name and click Create. You will see the created folder
above the list of files.
You can move an uploaded file into another folder by clicking [⋮] on the right end of the bar then Edit.
Navigate to: [Company Settings] → [Documents]
When you click Delete, you will see a popup confirmation.
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 click Add a File Link.
2. Enter the file name, link and tags (optional) then click Add.
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