Docs

Overview

User guide for Overview in the Numezis company portal.

Communication covers in-app comments, tasks, and document collaboration—not operational email sending.

Where in the app

  • See the module in the company portal sidebar (/c).

Step-by-step

  1. Open threads from records (invoice, bill, opportunity).
  2. Mention colleagues with @ references.
  3. Attach files via signed URLs.
  4. Track activity in the timeline.

Permissions and modules

Communication modules enabled.

Feature coverage

No registry features are linked to this hub.