Inviting Collaborators 2

• How to create a new contact?
• How to add and send an invitation to a collaborator (Trusted Advisor / Manager)?

Managing Collaborators 3

• How to resend an invitation to a Trusted Advisor or Manager?
• How to edit or remove collaborators (Trusted Advisors or Manager)?
• How to give access to the Unfiled area?

Gather Documents using your Inbound Email 1

• Email a file using the Inbound Email