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Edit an existing folder
At any time, you can change the information on athe end of the affair summary. You can change the information of a folder through 2 methods. Method 1: block per block This method allows you to change only in a few clicks the information to be ...
Delete a customer folder
In case of error or duplication you have the possibility to delete a folder, if this right is enabled for yourProfile User Profile. Attention. - Before deleting a folder verify that it does not contain any invoices, and that the activities it ...
Add as an Speaker in a folder
"Stakeholders" of a file identifies users with the right tofrom activitiesin the file (time, fresh...),events in the agenda(appointment, hearings...) orof tasks. Users including theProfile User Profilegives them the right to create or amend files may ...
Archive a File and the Associated JarvisDrive Directory
Jarvis offers a functionality that allows both thearchiving your related Jarvis Drive files and directories. 1/ Archive a folder and its JarvisDrive directory On the page of the Folder to archive click on the buttonat the top right of the page then ...
Indicate a specific hourly rate for a file
You can choose a specific hourly rate for a file. At thecreation of a fileor inmodifying the file, in step 3 "Billing". As a result, the hourly hourly rate by default of stakeholders (i.e., users who will provide billable activities) is checked and ...