Dossier

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

4 articles in this collection
Written by Michael Acosta

How to create Custom Notes in Dossier

Create custom notes to store specific information within Dossier

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

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?

Written by Michael Acosta
Updated over a week ago

One-click copy in Dossier

Need to use Dossier information somewhere else?

Written by Michael Acosta
Updated over a week ago