Knowledge Base

Workbooks Dropbox

Available in: Preferences

Using Dropbox it’s easy to store important emails against your Workbooks records.  Emails are scanned and stored against the relevant people (and other records) so you and your colleagues have visibility of the ‘dialogue’ that has taken place.

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System Admin

If you're the System Administrator
for your account you'll find it helpful
to familiarise yourself with the
following sections:

New to Workbooks?

If you are using Workbooks for the
first time we recommend you take a
quick look at the following sections:

Training Videos

Find out more about how to use
Workbooks by watching our
short training videos: