In the team folder you can find an overview of all your team member's documents.
The team folder will only be accessible to team owners and those team members (or viewers) who have been granted permission to see other team members documents. Thee access to the folder will always be managed by the team owner.
Where can I find the Team folder?
1. Under the Documents tab, you will find your Team folder under the folders menu on the left-hand side of the screen.
2. To see your team's documents, click on the team documents folder and then on your team's name:
From the left-hand sidebar, you can filter the overview by selecting the name of specific team members. This will result in displaying only their own documents. Remember that only the active team members will have their names available in this list and viewers will not be included since their documents are not visible to anyone:
3. Like for your documents in any private/shared folder, you can use filters and categories to select the documents in your Team folder and tags to organize them further under your account.
Using teams allows you to share your Contractbook plan, automations, and documents safely with the relevant members, increasing transparency and collaboration.
If you still need additional information or assistance, reach out to us at any time via our Online Support Chat or by sending us an email.