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Nagaris Mail (Microsoft 365)
Clients, groups & contacts
Integrations (XPM, Xero & BGL)
Invoices, payments & billing
Dashboard, reports & documents
Understanding your dashboard and My Actions
Recording meetings and assigning action items
Exporting clients, groups, contacts and engagements to CSV
A dashboard, list or export looks wrong: what to check
Uploading documents and file size limits
Requesting documents from clients
Previewing, downloading and managing client documents
Archiving clients and groups, and where they still appear
Browsing and searching the Documents library
Connecting SharePoint and choosing your document library
Inbox, email & SMS
Team, roles & organisation settings
Engagements & proposals
Getting started & your account
AML & identity verification
Jobs, tasks & timesheets
Connecting SharePoint and choosing your document library - Nagaris Docs | Productlane
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