OfficeTools User Guides
Find quick walkthroughs and overview information here. For more technical support, go to our knowledge base.
Notes/To-Do’s/Calls
- How do I make sure that the staff I am assigning the To-Do or Call to, is notified of it right away?
- What is the Drag & Drop box for in the To-Do’s and Calls screen?
- What is the difference between “Name” and “Contact” in the To-Do and Calls screen?
- Can I add my To-Do’s and Calls to my calendar like I can in Outlook?
Portal
- Why can’t I download a document/file from the portal in WorkSpace (either takes too long or freezes)?
- Can I see how many clients are synced to the portal?
- Is there a way to copy/edit notes on a document that a client uploads to the portal?
- Is there any way to see how large the files are that I have on the portal?
Outlook Sync
- If I enter a contact into Outlook, will it be imported into WorkSpace?
- Why do my Outlook appointments show as “(Unspecified)” when they import into WorkSpace?
- Can I input appointments on my phone and have them show in WorkSpace?
- If I delete an email out of WorkSpace that has been added through the Outlook sync, will the email be deleted out of Outlook as well?