Title: | Client Folder Templates | |
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Owner: | Renaldo Figueiredo (Unlicensed) | |
Creator: | Renaldo Figueiredo (Unlicensed) | Oct 15, 2018 |
Last Changed by: | Debby Gibson | May 31, 2021 |
Tiny Link: (useful for email) | https://nimbusportals.atlassian.net/wiki/x/FwCtFw | |
Export As: | Word · PDF |
Hierarchy
Children (8)
Creating a New Custom field
Creating a new Client Template
Move Files - CDM Customers
Restrict Staff Access
Set Document Status on Client Portal File Upload
Updating the Client Template for the New Financial Year
Updating a Folder Property for all Folders
Outlook Add-In to save emails to pre-defined Email folder
Creating a New Custom field
Creating a new Client Template
Move Files - CDM Customers
Restrict Staff Access
Set Document Status on Client Portal File Upload
Updating the Client Template for the New Financial Year
Updating a Folder Property for all Folders
Outlook Add-In to save emails to pre-defined Email folder
Labels
Global Labels (5)
Time | Editor | |
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May 31, 2021 05:28 | Debby Gibson | View Changes |
May 31, 2021 05:21 | Debby Gibson | View Changes |
Version published after converting to the new editor | ||
May 31, 2021 05:21 | Debby Gibson | View Changes |
Jun 25, 2020 00:37 | Marleze Scheepers (Unlicensed) | View Changes |
Aug 30, 2019 01:35 | Debby Gibson |
Outgoing Links
Customer Help (1)
Client Folder Templates
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