Marc Visent

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Activity overview

Latest activity by Marc Visent
  • Marc Visent created an article,

    Managing tasks [Growth and Enterprise plans]

    Growth and Enterprise plans have access to Task management, a powerful feature to create and manage tasks for you and your team. There are many types of tasks and they can serve various purposes. ...

  • Marc Visent created an article,

    Filtering documents / pictures

    We are not providing a full search on documents yet, but if you are looking for a specific document / picture you can still filter files within the folder using the search bar. Once you start typin...

  • Marc Visent created an article,

    How to download documents / pictures

    Click on the three dots () to display the action panel. Click on Download. Usually you will find the downloaded file stored in your Downloads folder. Information At the moment, you can only do...

  • Marc Visent created an article,

    How to apply a bulk action to documents / pictures

    You can now select multiple items to be either moved to another folder or deleted at once. This can be accomplished by checking the box for the targeted documents / pictures or checking the select ...

  • Marc Visent created an article,

    What is the 'Purchase documents' folder?

    Purchase documents folder contains as the name indicates all documents related to purchases and bills stored in Knowify and connected to the job. This is a special folder where you cannot upload a...

  • Marc Visent created an article,

    How to change document view (list vs grid)

    To change views either to grid view or back to list view, just click the icon at the top right of the table. Click on the list icon ( ). [or grid icon ( ) depending on the view you currently ar...

  • Marc Visent created an article,

    How to add a remote document [Growth and Enterprise plans]

    Remote documents are useful to link to specs from a website or from a very large document that you store in an external service, such as Dropbox or Google Drive. You can also use the to point to sp...

  • Marc Visent created an article,

    How to share documents / pictures with customers [Enterprise plan]

    Note First activate the customer portal for the corresponding job. You can share documents / pictures with your customers by clicking the person icon. The icon will be highlighted green when it i...

  • Marc Visent created an article,

    How to share documents / pictures with mobile user

    You can toggle on and off which documents you would like to have displayed to mobile users on the smartphone application, and which files to keep internal for office users only. This can be done by...

  • Marc Visent created an article,

    How to move documents / pictures

    With the ability to create folders within the Documents section, you can seamlessly move files between folders. Click on the three dots () to display the action panel. Click on Move. This will ...