Storage

Every manager and agent has access to a Storage module in the OnlineOffice. Publish forms and other important communications in a secure area for agents. Storage can also be used to deliver large files that are difficult to email by generating a public link to a file that agents can then email to clients.

Access rights to folders and files vary based on a user’s security group, role, and office affiliation, making it a secure yet easily accessible location for storing and archiving your important documents and files.