Sync: Download and Read Files into a Note or a Project

How to download documents in into a note or into a project?

In the digital era we live in, as a manager working with your team is your number one priority and managing them daily as easily as possible is your main mission. Have you ever been the situation where you are out of the office and cannot have access to your files or projects that need to be shared to your team?

Using the Projects tab you will be able to have access to your projects and your team member’s projects. You will also be able to organize your projects by priority. Thanks to this option you can determine the importance of a project, which will help you concentrate yourself on what is important to do first.

You can share your projects, switch devices and use your Beesy iPad app in meetings, for example, you can synchronize your projects. You and your team will be able to have access to them on the online platform and even offline.
With it is possible to read documents from notes or from a projects. The documents can be imported with PDF, MS Office (Word, Excel, Power Point) and iWork (Keynote, Pages and Numbers). You can then create, modify or delete these documents.

If you wish to see how to add a document in a note or in a project, simply click here, you will be able to:

  • Attach your documents to your export emails and.or PDF files
  • Assign actions and if your notes or projects are shared documents
  • They will be automatically shared to all members of the project with your comments

This way everyone from your team has access to the documents.

If you synchronize your account with our iPad application Beesy, your documents will be synchronized and available offline.

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