Bizimply

Make sure you stay compliant with your Settlement Status records of employees

How to keep record of Settlement Status of my employees

How to add, edit or view files within the 'Documents' feature in Bizimply. This allows you to access files at a company or location level

Uploading documents to the Documents feature

Give your employees access to view, edit or add documents to the company level or location level documents.

Giving Access to the Documents feature

Understand what the 'file scanning in progress' tooltip means.

File virus scanning

How can I manage email functionalities and troubleshoot issues when sending documents in Bizimply?

How can I manage email addresses and troubleshoot issues when sending documents in Bizimply?

View, edit or add documents to the company level or location level documents.

Document Management

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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