My Briefcase
- Stephanie Pepper (e-manage|ONE)
My Briefcase can be used as your own personal document storage for any documents outside of Project, Company and/or Contact documents. Just like “My Company Documents” you can think of this as a cloud document storage as you can access these documents anywhere you have internet connection and e-manage|ONE installed.
To build your document files start by creating folders. Highlight My Briefcase > Select New Folder > The text will be highlighted so you can begin to type the new folder name.
Right click on the document you wish to add to your Briefcase.
Select the folder you wish to add the document to and select “Paste” in the lower right-hand corner.
Use the arrows next to the folders to expand to see the contents.
Right click on the folder to Delete.
Right click on documents for other options such as deleting a document, saving, emailing and more.