Do you want to search in all categories or in this category ?
You can find the email address on top of the mailbox
STEP 1
> The sender has a Contractify account (any role)
Who can see the mail + attachment?
sender + admins only
> The sender doesn’t have a Contractify account (any role) e.g. a scanner
Who can see the mail + attachment?
admins only
STEP 2
To make the document accessible for other users you need to to make the access rights applicable. You need to link it to a folder(and optionally to a department and/or office).
> The sender has a Contractify account (any role)
Who can make these rights applicable?
Sender and admins
> The sender doesn’t have a Contractify account (any role) e.g. a scanner
Who can make these rights applicable?
Admins only
STEP 3
How to make these rights applicable?
> You click the document that you can find on the right side of the page to go to the document detail page.
> By default the document owner = uploader
1. You edit the document owner → the folders that are linked to the document owner appear in a dropdown
If the sender doesn’t have a Contractify account no folders will be presented
2. You create a contract and link the document to the contract
> contract owner = contract creator
> document owner of linked contract = contract owner = contract creator
(until edited)
Now you can edit the folder (optionally departments and offices)
Tip: bulk actions
Select the documents that you want to edit in bulk.
You can link multiple documents to the same folder and owner afterwards.
