Keep the information useful
Find, review and share with purpose.
Organise files around the people and work they support. Use briefings for a clearer update and contract review where your account has access.
What you can do
Organise the supporting files
Keep documents linked to the relevant profile and use their details to help the team find the right file.
Prepare a focused briefing
Bring relevant information into a briefing for review. Check its content and audience before making it available to a player.
Review contract information
Authorised colleagues can use contract analysis to assist their review. Check extracted information against the original before confirming it.
A good place to start
- Open the relevant profile or document area.
- Check the file, its context and any information that needs review.
- Choose sharing deliberately and confirm who should receive the information.
Take the next step
Sign in to see the tools available to your account. Sign in