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Build a library for your work
Organise notes, files and conversations so you can return to the information you need.
Your library brings saved information into a place you can return to. Organise it around the clients, projects and ideas that matter to you.
1
Save the information
Create a note, upload a file or save a conversation record.
2
Group related records
Use spaces to organise library items around a client, project or topic. Use folders to organise documents.
3
Return to the context
Browse your library and calendar to find records from earlier work.
4
Share selectively
Use the available sharing controls to share the specific item someone needs.
What this helps you do
- Keep useful records together
- Return to earlier work with its context
- Reduce time spent searching through separate records