Go to Base
All Collections
Dossier

Dossier

Store all of the critical information tied to the executive you support in one central location

4 articles
Michael Acosta avatar
Written by Michael Acosta

How to create Custom Notes in Dossier

Create custom notes to store specific information within Dossier
Michael Acosta avatar
Written by Michael Acosta. Updated over a week ago

Dossier Overview

Store all of the critical information tied to the executive you support in one central location
Michael Acosta avatar
Written by Michael Acosta. Updated over a week ago

Tracking custom preferences is a breeze

I want to track information that doesn't fall into one of the categories. What's the best way?
Michael Acosta avatar
Written by Michael Acosta. Updated over a week ago

One-click copy in Dossier

Need to use Dossier information somewhere else?
Michael Acosta avatar
Written by Michael Acosta. Updated over a week ago