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How to work with folders
Effortless File Collection
With the Effortless File Collection option, you can easily request files from your business partners via any communication channel of your choice. To do this: Go to a folder of your choice Click on folder Actions Choose Effortless File Collection In the modal, you can either: Copy Link: which provides a no log in option for uploading files or Copy Email: to which your contacts
Basic Information: Sharing Folders
Basic information: Sharing folders ** Sharing folders ** is useful for many different purposes: ** With employees / colleagues: ** If employees of your team, who do not work in your relatico account, but should see some or all of your files When other locations of your company need access or need to work with your files. When other departments of your company need access or need to work with your files. ** W
Subfolders in relatico
Here is a detailed view of how subfolders work in relatico: All of the files and folders will show up here in a hierarchical order. Only the top level folders and files that belong to My Relatico will be visible. Filtering: When you filter, the folders and files will appear in a flat list (all of the files and folders in the system will appear based on the filter). **Hide/Show Columns: ** Customize your view depending on what
What you need to know about folders in relatico: Folders are important for the basic organization of your files in relatico. They work in a similar way as you know them from your computer. A folder can be set up as a ** contact folder **. Then you have the following additional functions: Messages and checklists Track the communication flow with your business partner Every folder in relatico has an ** Intern
How to create a new folder: Go to https://app.relatico.com/folders folders Click ++ Add Folder ++ in the top right. A window opens in which you can choose whether it is a contact folder or a folder just for yourself or for other internal purposes. If it is a folder that is only assigned to you: In this case you see your name in the upper field and you can leave it there. In the field below, enter a name for the folder and Save. If it is a folder that you use f
Sharing a folder with a shareable llnk
Sharing a folder with a shareable link Go to the folder you want to share. Go to the share menu - click the button ++ Share folder ++ in the top right A window opens. Now click on ++ Get shareable link ++ in the top right corner. After clicking it, you will see the link and other options. Copy and save this link or send it to the recipient (s) by email or via relatico message.
Subscribe to a folder to be up to date about changes
Subscribe to a folder to be up to date about changes Subscribing to folders is useful if you are working in a team, want to reduce the noise and only log in when specific activity has occured. Here is how you can subscribe to any folder. Access any of your folders (personal or folders that have been shared with you) Click on Actions Select ++Subscribe to folder++ A window will open, giving you a chance to select what types of events you'd like to be notified of and how of
Bulk actions on files and folders
To ease your work in relatico, we have implemented Bulk Actions, which you can use to edit your data in bulk whenever you are on My Relatico or in a folder/file list. Here are the bulk actions available to you in more detail: Bulk Share Folders: Select folders that you would like to share with your business partners. Click on Bulk Actions Select Share folders from the bulk actions drop down.