Q: Are there tutorials available to help me navigate and use Edi Cloud effectively?
A: Yes, there are Tutorials available to guide you in effectively navigating and utilizing Edi Cloud.
Q: Can I add or remove global folders within Edi Cloud?
A: Managers have the authority to add or remove folders from the global structure. This can be done within the settings tab.
Q: How do I add or remove a user?
A: Administrators can invite, remove, resend invites, and cancel invites for users through the system configuration tab.
Q: How do I add users to a workspace?
A: We highly recommend creating groups and assigning them to workspaces instead of individual users. You can find a tutorial on this feature.
Q: Is it possible to create an annual folder structure in bulk?
A: Yes, Edi allows you to create a custom folder structure within a workspace so that it is displayed on all records assigned to that workspace.
Q: Can I add or remove Record Categories?
A: Yes, Edi provides the option to add or remove Record Categories from the settings tab. You can also access a tutorial on this functionality.
Q: How do I assign a Workspace to a Record Category?
A: In the settings, navigate to the Record Category tab, select the Category you wish to associate with a workspace, and click "Add Workspace." Workspaces can also be removed from this tab. A tutorial is available for your reference.
Q: How do I assign a workspace to a specific record?
A: To assign a workspace to a specific record, click on the record and access the settings. You can then add the desired workspace. More details can be found in the tutorial.
Q: How do I create a Folder Template?
A: Edi allows you to create new Folder Templates, as well as disable or edit current templates, all within the settings menu. For further guidance, refer to the tutorial.