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This article helps you understand the 'Distribution' and 'Comments' views available in Files tab.

Views in the 'Files' tab (Overview)

This article helps you understand how to view file distribution information.

View File Distribution

This article helps you understand how to view the details for a file transmittal.

View Transmittal Details

This article will explain how to batch process task management options in Files Distribution, including clearing, delegating, deactivating and reactivating tasks.

Process Tasks in Bulk

This article helps you understand how to view file comments.

View File Comments

This article helps you understand how to view associations on a file comment.

Comment Associations

This article helps you understand how to associate a file comment from comments listing and create a new form.

Associate a Comment of a File and Create a Form (from Comments Listing)

This article helps you understand how to associate a review from comments listing and create a new form.

Associate a Review Comment of a File and Create a Form (from the Comments Listing)

This article helps you understand how to use batch processing options while in the Comments view.

File Comments Batch Processing

Additional Listing Views (in 'Files' tab)

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Create your workspace and invite the people you work with.

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

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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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