＜What is a 1 folder guest＞

1 folder guest is an authorisation that is intended to be granted to “clients” and “business partners”.

As the name suggests, a 1-folder guest user can only join one folder, but can invite any number of people to join for free.

※The 1 folder guest privilege is only available on paid plans.

【1】How to use 1 Folder Guest : Sharing information with clients

1 folder guest is an authority that is most compatible with companies that do client work, such as tax accountant offices, labour law firms and consulting companies.

①First, create a folder for each client (adviser or customer) and add the client to the folder after inviting them.

② For example, if you create meeting minutes in that folder, they are immediately shared with the client without the need to send them by email. You can also send a message and prompt them to confirm the content.

③ You can also ask the client to state a question and answer it in the note.

【2】How to use 1 folder guest : sharing information with business partners＞

On the contrary to 【1】, you can also invite your business partners such as consulting companies or system development companies.

①First create a folder for your business partners and add them to the folder after you have invited them.

②Create meeting minutes in the same way as 【1】 to share the content immediately.

③You can also create work requirements and request them immediately via message.