Video Help list

Document Management

How to view file history and versions

How to upload

How to create a document

How to edit a document

Create document here

Document Templates-Create New

How to link and move files

Using the Viewer

How to view recent documents

How to index

Email Management

Access the EMS

Using the CRM

Compose and attach to email

Attach from location

How to link an email to a contact, infohub and project

Working with email boxes

Working with email signatures

User Management

Working with the Users Wizard

Adding a unstructured user to Cygnet Cloud

Adding a structured user to Cygnet Cloud

How to change personal settings

Working with groups

System

Working with Ourdrive

How to setup Ourdrive

How to use the filter box

Working with filerules

Working with admin trash

How to create an infohub

Working with infohubs

Working with domains

Using the context menu



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Testimonials

I have worked with Cygnet Cloud for some time now and I have to say the structured approach to data management has been hugely impressive and sets them apart from many of their competitors. Ton Diekman
Cygnet Cloud has truly revolutionised Noble Trust’s way of working. Harry Radix – Noble Trust
We saved so much time with Cygnet Cloud that it felt like there was an extra day in the week. Willy de Jong – (JASON SAM)
Cygnet Cloud makes managing emails so simple I would struggle if I had to go back to the old fashioned way. Blen Menbere – Clifden Employment Agency