Docs
ProductCollaboration

Overview

User guide for Overview in the Numezis company portal.

Collaboration 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

Collaboration modules enabled.

Feature coverage

No registry features are linked to this hub.

No registry features are assigned to this catalog entry.