• relatico Desktop App

  Now you can upload your files and check in with your account stats via our Desktop app for Windows! Desktop app is compatible with Windows 7, Windows 8, Windows 8.1, and Windows 10. Go to: https://www.relatico.com/desktop-app/ and click Download Desktop App. Once you download it, click on the downloaded file to start the installation process Follow the instruction according to the Installer Once the installation is fSome readers

• Customize Document Types and Products headers

  Customize Document Types and Products headers We understand that terminology and naming needs changed based on the industry. To customize your account to your needs, we have developed a feature to change headings: Document Types and Products. Here is how to change Document Types details: Go to your Document Types page Click on ++Edit++ next to the Document Types header Change the Document Types header to your desired name Change Name column to your needsSome readers

• Inviting users to your relatico account

  Invite users to your relatico account Go to ++ Account Settings ++ https://app.relatico.com/accountsettings Click ++ Manage Users ++ Click on the top right Enter the email of the person you want to invite. Click on (https://storage.crisp.chat/users/helpdesk/website/d9f2af2f066fe800/screenshot-2020-0Few readers

• Info for future relatico account owners of your company

  We recommend using multiple relatico accounts per company Please read our recommendations about this topic here... The first user of a relatico account is administrator. Only the administrator is able to invite further users to the new relatico account. Send this e-mail to your colleague: Hello name of colleague , This is how toFew readers

• Getting started with relatico (Fast-track setup)

  You really don't have any time, but you need to get going You don't have people to help you You need results - fast There will be an audit "by tomorrow" Use it when You already have a good body of documentation ("quite complete") and you want to use relatico for helping you getting it up to date Here is what you need to do: Create contacts (suppliers) Upload all the files to the contact folders Go through the files and set expirieFew readers

• Deactivating users

  How to deactivate users of your relatico account Go to ++ Account Settings ++ https://app.relatico.com/accountsettings Click ++ Manage Users ++ Here you'll see a list of all users. Right click on ++ Deactivate user ++ After that, the user can no longer log in again.Few readers

• My relatico

  My relatico is your starting point. All your files and folders will show up here. create folders and sub-folders here connect them to contacts filter all available data My Relatico view 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 andFew readers

• Your company logo in relatico

  How to add your company's logo to your relatico account You want to be recognizable in relatico both as a person and as a company. If you want your company logo to appear on the upload pages in outgoing relatico emails in your relatico account you should do the following: Please go to the account settings https://app.relatico.com/accountsettings On the right sFew readers