All the files, documents, and Vinneo recordings across all entities are easily accessible in the File Library.
From the sidebar menu, look for File Libary
Don't see the option? Click on the 3 dots to see more of the menu items
Available actions to take:
Add expiry date
Assign a user/team for the expiry date reminder emails
Leave notes
View the document verification status
Verify the document
📌 Vinny Pro Tip #1:
Create various Smart Views or layouts depending on the information you need.
📌 Vinny Pro Tip #2:
Looking to see the documents of your Active Contractors? Use the filter "Only files of Active contractors"
