How to Access Document Management
There are multiple entry points for "Documents"; please choose the one that suit…
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How to Use the Enterprise Document Assistant
The "Enterprise Document Assistant" has not yet been released as an available fe…
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Enterprise Docs Overview
The "Enterprise Docs" section in this manual covers features related to **files,…
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Concepts: Document Space vs. Document Tree
*Scope**: Isolated by the current **project (tenant)**; not shared with other pr…
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Documents, Notes, and Tasks Relationship
Explanation of Relationships Between Documents, Notes, and Tasks
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How to Edit and View Item Details
Tap an item in the daily calendar list, or in the To-Do, Log, or Note list.
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How to Manage To-dos
1. Open **To-dos**.2. Locate items using the **Mine only** filter and status fil…
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How to View the Schedule Calendar
1. **Projects → Schedule → Calendar**.
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How to Create New Schedule Items
Open **Calendar** and select the target date.
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