1. Create New Project

  1. Click + button in All Projects tab.
  2. Enter the name and number of the new project and invite members.
  3. In Shared Members, you can invite additional members and set members' access permission within the project.
  4. Available actions:

2. Create New Note

  1. Click + New button on the top-right corner and click Create New Note.
  2. Enter the name of the new note.
  3. Once created, the new note will automatically open.
  4. Options for note
    1. All members can share, export, and copy notes through the options.
    2. Managers have additional options as follows:
      • Move
      • Rename
      • Delete
      • Request Approval
      • E-Sign

3. Create New Folder

  1. Click + New button on the top-right corner and click Create New Folder.
  2. Enter the name of the new folder
    1. Once created, the new folder will automatically open.
  3. Options for folder
    1. All members can copy folders through the options.
    2. Managers have additional options as follows:
      • Copy
      • Move
      • Rename
      • Delete

4. Upload Files

  1. Uploading files is the same as creating new folders or notes.
  2. Click + New button on the top-right corner and choose Upload New files.
  3. Select files to upload and click Open button.
  4. You can see that the files are added to the directory.