File Manager
Overview of File Manager
Using File Manager
- Open a previous file revision as Read Only in File Manager
- Add Notes to a file revision in File Manager
- Open a file as Read Only in File Manager
- How do I know if someone who I have shared my file with, is using it?
- How do I know my file is open?
- How do I know if someone is logged in to File Manager with my User Number and have a file open?
Information for Professional Partners
- Keeping and restoring a Version of the Original Budget in File Manager - a Guide for Consultants
- Working with Client files - A guide for Accountants, Consultants & Banks
- Creating an offline copy of a file for Budgeting
- Important Information on File Manager
- How File Manager Works
- What to do Before the File Manager Upgrade