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Gérer les documents de société

Découvrez comment gérer les documents de sociétés à partir de l'application Web.

The Companies feature is currently in Early Access. If you're interested, go to the web app, select Sociétés from your organization name on the lower-left corner, and click Get Early Access.

Is Companies not in your menu? Reach out to your Customer Success Manager to express your interest.

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Create a document type

  1. Log in to the web app.

  2. Click your organization name on the lower-left of the page and select Sociétés.

  3. Select a company.

  4. Click Documents tab in the company profile.

  5. Click More horizontal icon on the upper-right of the page, then select Icône des paramètresManage document types from the dropdown menu options.

  6. Click Icône plusAdd document type.

  7. Enter a name for the document type and click Créer.

In the Documents tab, you can manage your company documents as JPEG/JPG, PNG, PDF, and DOCX files that are up to 50MB each.

Add a company document

  1. Log in to the web app.

  2. Click your organization name on the lower-left of the page and select Sociétés.

  3. Select a company.

  4. Click Documents tab in the company profile.

  5. Click Icône plusAjouter un document on the upper-right of the page, then select the document you want to upload.

Add a company document via the web app.

If you’re assigned as a company manager, you can add and update documents for your company.

Edit a company document

  1. Log in to the web app.

  2. Click your organization name on the lower-left of the page and select Sociétés.

  3. Select a company.

  4. Click Documents tab in the company profile.

  5. Click More vertical icon on the right-hand side of the document you want to edit and select Icône de crayonModifier from the dropdown menu options.

    Edit a company document via the web app.

  6. Edit the document accordingly.

  7. Click Enregistrer.

Archive a company document

  1. Log in to the web app.

  2. Click your organization name on the lower-left of the page and select Sociétés.

  3. Select a company.

  4. Click Documents tab in the company profile.

  5. Click More vertical icon on the right-hand side of the document you want to edit and select Storage iconArchiver from the dropdown menu options.

    Archive a company document via the web app.

Restore an archived company document

  1. Log in to the web app.

  2. Click your organization name on the lower-left of the page and select Sociétés.

  3. Select a company.

  4. Click Documents tab in the company profile.

  5. Click More horizontal icon on the upper-right of the page, then select Storage iconView archive from the dropdown menu options.

    View company document archive via the web app.

  6. Click More vertical icon on the right-hand side of the document you want to restore and select Arrow up from rectangle iconRestore document.

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