User Guide
AgencyHandy User Guide - For Client
AgencyHandy User Guide - For Client
  • Agency Handy User Guide - For Client
  • 1. Introduction of Agency Handy
    • 1.1 Why should you choose Agency Handy?
  • 2. Getting Started
    • 2.1 Sign In
    • 2.2 Accessing the Main Interface
  • 3. Managing Dashboard
    • 3.1 Service
      • 3.1.1 View Service Details
      • 3.1.2 Purchase a Service
      • 3.1.4 Share URL of a Service
    • 3.2 Order
    • 3.3 Subscriptions
    • 3.4 Tickets
    • 3.6 Invoices
    • 3.7 Files
      • 3.7.1 Manage Files in Order Task
      • File Feedback
  • Use case
    • How to create Lead via API
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  1. 3. Managing Dashboard

3.7 Files

Files in Agency Handy provide a centralized and organized repository for storing, managing, and sharing documents, images, and other digital assets essential for your agency's projects and operations. This feature offers robust tools and functionalities to streamline file management tasks, ensuring easy access, collaboration, and security for all your agency's files.

Key Benefits:

  • Centralized Storage: Agency Handy's Files feature is a single, centralized location for storing all your agency's files, eliminating the need for scattered storage across multiple platforms or devices.

  • Efficient Organization: With customizable folders and tags, Files in Agency Handy enable efficient organization and categorization of files, making it easy to locate specific documents and assets when needed.

  • Collaborative Workspace: Files support seamless collaboration among team members by allowing file sharing and real-time document collaboration, fostering teamwork and productivity.

  • Version Control: Agency Handy includes file version control functionality, ensuring users can easily track changes, revert to previous versions if necessary, and maintain a clear audit trail of file revisions.

  • Security and Permissions: Files in Agency Handy come with robust security features, including access controls and permissions management, to safeguard sensitive information and control who can view, edit, or delete files.

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Last updated 3 months ago

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