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SCALERP guides

Internal organization

Team tasks, reminders, documents, and notes.

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Organize tasks, reminders and internal documents

Find shared information and actions to take in the Essentials tools.

Share a team document

Find the file in Documents and verify the version.

Schedule an appointment

Open the required date in Appointments and create an entry with a recognizable subject.

Prepare an appointment document

Open the appointment and check subject and customer before composing the document.

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