How does it work?
Docs & Files is the beautiful unified place for all client content. From the initial proposal, to the weekly progress reports.
Creating folders, docs, and files
What can you create?
| Documents These are smart SuperOkay documents that you can create natively in the app.
Files Upload files from your device. Cloud storage integrations coming soon :)
Linked Files Link to cloud files like Google Docs so you have everything in one place.
Folders Organize your client content with ease.
Documents from templates Use SuperOkay templates to kickstart your documents. |
Common actions
Moving.Use the Move icon on the thumbnail card toolbar to move a folder, doc, or file anywhere else. |
|
Renaming There are two ways of renaming any folder, doc, or file:
|
|
Changing the icon & color Click the swatch icon on the thumbnail card toolbar to change the color and icon. |
|
Sharing Open the folder, doc, or file and click the top-right Share button to manage sharing. |
|
Adding Comments and Tasks
You can add comments and tasks to any folder, doc, or file.
Use the unified right-hand sidebar to toggle the Comments / Tasks panel.
π‘ This is also available to your Client Contacts on content from the Shared folder. |
|
What's next?
For more guides on how to use SuperOkay visit our YouTube Channel and join our Facebook Community.