How to the Cegid Box - TITRE DOCUMENT Nom du client - Orial

LOGO DU CLIENT

                               Nom du client
                               TITRE DOCUMENT
                                 How to … the Cegid Box
NOM DOSSIER / Dossier n°
                                                 Date de la
Adresse – CP – Ville
Téléphone
                                                 présentation

1. Consult my Chartered Accountant documents

                                           From within the portal, select:

                                           1. The "Box" Shared space card

                                           2. Select "Box-Publication"

                                           3. Access the desired section (Accounts, Payroll, etc.)

                                           These sections may vary in line with the company's choice

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2. Securely store my files in the Box

                                        From within the portal, select:

                                        1. The "Box" Personal space card

                                        2. "Actions" button to manage files and
                                        directories

                                        3. Button “+” to add a file

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3. Send documents to my Chartered Accountant

                                 From within the portal, select:
                                 1. The "Box-DEPOSIT" card
                                 2. Select a recipient within the office
                                 3. Type an accompanying message
                                 4. Indicate which file to send the office
                                                     No file size limit!
                                                    Secure messaging!
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4. Classify documents in the Box

Opposite the document:

1. Click on the icon

2. Tab     , click on "New Category"

3. Create the category: Name, colour, logo

4. Select the desired category where you wish to classify the
document

5. The         icon displays the documents sorted by category
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5. Classify documents in the Box

  It is possible to label each document to make it easier to
  locate:
  1. Click on the icon
  2. Tab       , classify the document as "Important"
  3. Associate "Key words"
  4.      Annotate the document

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6. Find a document in the Box

                                1. Type a term and click on
                                The search covers the name, key words, etc.

                                2. The icon   allow you to perform an
                                advanced search.
                                - Location
                                - Type
                                - etc.

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7. Share a document in the Box

 1. Opposite the document to be sent, click on
 2. Tab        , click on Email
 3. Enter a description, the recipient's email address, etc.
 The recipient will receive an email with a link to the document
 You can cancel sharing in "User data", icon
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8. Notifications receive a notification when there is a new document

  1. Select the directory concerning which you would like to receive new document
  notifications. E.g.: "My payslip"
  2. "Actions" button, "Manage rules, New rule"
  3. Indicate the email address of the person(s) to be notified.
  For example, when the office publishes payslips, you will receive a notification.
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