Welcome to our guide! In this guide, we will be providing you with valuable information and tips on a specific topic. Our goal is to help you navigate through the subject matter and gain a deeper understanding of it. Whether you are a beginner or have some experience, this guide will provide you with the tools and knowledge you need to succeed. Let's get started!
To sign up for Sowise you only need one of the following two things:
- a Google account
- a Microsoft account
This will allow you to create and edit templates within the platform and never again have to download drafts for editing. Also, this Google/Microsoft account will be used as the storing and archiving of you documents.
When you have logged in to your Sowise subscription, you can invite other users from the company settings section. You can invite users from:
- your team
- your organisation
- your customers
- your shareholders
- your partners
- your legal entity
You can create different user roles for different user categories with different permissions and accesses. For example, you can give access to sales templates for you sales people or share a folder to your customer that holds all necessary documents for that customer.
After signing in you can freely start to create templates, documents or attachments.
To create new templates, documents or attachments you can choose the "create" button in the menu on the left side.
You can also import you current templates documents or attachments. This can be done in your dashboard or down below in the documents section.
To store specific documents into specific folders is easy and an efficient way to keep track on your documents.
Once you are in the Documents-section you can create a new folder from the "+ new folder" button.
You can also create a folder within a folder. Once you are in the folder, press the same "+ new folder" button again.