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Guides

Start Guide

Sign up and apply for products

Add payment method

Verify domain and activate products

Add members

Join as a member
- Sign up using the invitation link
- Log in using the account details you received
- Register your password and log in

Administrator Guide

What is Admin?

Settings
- Company information
- Customize
  - Theme color settings
  - Mobile app settings
  - PC web settings
  - PC app settings
- Manage domain
  - Manage domains
  - Set up a custom URL
- Delete account

Member
- Members
  - Member page
  - Add members
  - Edit member information
  - Mini-profile overview
  - Guidelines for sample file to add/edit members in bulk
  - Delete members
  - Add and change affiliated team
  - Download member information
  - Manage items
  - Search members
  - Member information page
  - Password generation
  - Regenerate expired member password
  - Bulk reset passwords
- Invite members
- Teams
  - Add teams
  - Sample file guidelines to add teams in bulk
  - Edit team information
  - Move teams
  - Delete teams
  - Restore deleted team data
- Groups
  - Create groups
  - Edit group information
  - Delete groups
  - Search groups
  - Restore deleted group data
- Job position/Level/User type
- Status

Security
- Account security
- Manage ClovaNote shared links
- Network security
- Mobile Security
  - Mobile security
  - External MDM integration
- File security
- Restrict organization chart access
- Administrator authority
  - Manage administrator authority
  - Delegate Super Admin authority
- Service authority
  - Service permissions
  - Mobile external email integration
- Permission to chat with external users
- Device status
- Trusted devices
- Mail security
- Manage Drive(Folder) links
- Security policy groups

Service
- Board
  - Board general settings
  - Board main page settings
  - Manage boards
  - Organize posts
  - Board posts backup
- Message
  - Message general settings
  - External messaging settings
- Mail
  - Mail general settings
  - Email signatures and footers
  - Email sending and receiving settings
- Calendar
  - Calendar general settings
  - Manage calendars
  - Manage resources
  - Manage company calendars
- Contacts
  - Contacts general settings
  - Manage external contacts
  - Contacts with no members shown
- Form
  - Form general settings
  - Manage form templates
  - Delegate form creator permissions
  - View form lists
- Drive
  - Drive general settings
  - Personal folders
  - Transfer Drive files
- ClovaNote
  - ClovaNote general settings
  - Manage notes
  - Frequently used words
- Bots
- Video meetings
- Templates

Statistics
- Account
- ClovaNote
  - Total
  - By member
- Active users
- Installation status
- Shared storage
- Board
- Message
- Mail
- Calendar
- Contacts
  - External contacts
  - Groups
- Drive
  - Upload/Download
  - Usage status
  - Personal folder usage status
- Form
- Task

Audit
- Admin
- Board
- Message
- Mail
- Calendar
- Contacts
- Drive (Message Room Folder)
- Task
- Form
- Call
- Screen share
- Message Room Note
- ClovaNote
- Template
- Bot API
- Developer Console
- Login
- Files
- Mobile screenshots (iOS)
- Download logs

Monitoring
- Message
- Received emails
- Sent emails
- Drive
- Manage exceptions

Archive
- Retention policy
- Manage issues
- Download

Manage purchases
- Usage
- Apply for and change products
- Monthly usage
- Payment method management

Apps
- Add, edit, delete apps

Product Guide

Collaboration tools

Message
- What is Message?
- Message room list
- Message rooms
  - General message rooms
    - General message rooms
    - General message room settings
  - Group message rooms
    - Group message rooms
    - External group message rooms
    - Group settings
    - Manage Group Masters and members
  - Team message rooms
  - Message to me
- Send messages
  - Send photos and videos
  - Send files in Folder/Drive
  - Send forms
  - Send tasks
  - Share your location
  - Send files from your device
  - Send templates
  - Send contacts
  - Send stickers
  - Send voice messages
  - Mentions
  - Recall messages
  - Forward messages
  - Reply
- Check messages
  - Check read receipts
  - Message reactions
  - Message notices
  - Message translation
  - Download photos, videos, and files
  - View a collection of contents
  - Save messages
  - Delete messages
  - Send an email or event invitations to all members of the message room
  - Send a message to Note
  - Send a message to Task
  - Print templates
- Search messages
- Use Message Room Note
  - Open Note
  - Post
    - Write posts
    - Delete, restore, and permanently delete posts
    - Save as drafts
    - Edit posts
    - Allow editing
    - View other content while writing a note
  - Check posts
    - View and download photos/files
    - Check members who read the post
    - Filter unread posts
    - Translate posts
  - Comments
  - Add as or remove notice
  - Send posts
  - Search
  - Print notes
  - Note settings and management
    - Enable or disable Note
    - Notifications for Note
    - Notifications for comments in Note
    - Manage boards
    - Manage posts
- Use Message Room Event
  - Open Event
  - View events
  - Create events
  - Edit events
  - Delete events
  - Event settings
    - Enable or disable Event
    - View settings in Calendar
- Use Message Room Folder
  - Open Folder
  - Upload, download and preview files
    - Upload photos and files
    - View and download photos/files
    - Check file version history and restore previous versions
  - Manage files and folders
    - Create, rename, copy, and move folders and files
    - Restore or permanently delete files and folders
    - Lock files
  - Send files and links
    - Send as a file
      - Send a file via note
      - Send a file via email
      - Send a file via message
    - Send as a link
      - Manage links and view history
      - Send via link
    - Send a folder or file shortcut to a message room
  - Search for files and folders
  - Folder settings
    - Enable or disable Folder
    - Drive view settings
    - Set team/group folder permissions
    - Enable or disable link sharing
    - File upload notification settings
    - Check the storage usage of folder and trash
  - Edit documents
- Use Message Room Task
  - Open Task
  - View tasks
  - Create tasks
  - Edit tasks
  - Delete tasks
  - Copy tasks
  - Task settings
    - Set to view in Task
- Voice and video calls
- Screen sharing
- Interpretation
- Chat with external users
  - Chat with LINE users
  - Chat with external NAVER WORKS users
  - Block or unblock messages from external contacts
  - Report an external contact
- Bot
  - Message Bot
- Message settings
  - General settings for Message
    - General settings
    - Message settings
      - Message room settings
      - Sticker settings
      - Settings for automatically resending unsent messages
      - Photo/File settings
      - Auto translation language settings
      - Automatic replies to external messages
      - Cleaning up message data
      - Manage blocked contacts
  - Call settings
  - Message notification settings
    - General notification settings
    - Notification settings per service
  - Call minimum requirements

Mail
- What is Mail?
- Mailbox
  - Mailboxes
  - Move mailboxes
  - Organize mailboxes
- Write and send emails
  - Write emails
  - Save emails as drafts
  - Schedule emails to send
  - Security level
  - Send emails
  - Track with read receipt or recall an email
  - View other content while composing an email
  - Email templates
  - Use Mail with secondary domain
- Check emails
  - Read emails
  - View attachments in the email list
  - View, download, send photos and files
  - Translate emails
  - Report as spam
  - Threads
  - View all unread emails
  - Set up and view all email reminders
  - Mark an email as important and view all important emails together.
  - Mark emails as read
  - Trash
  - Send an email to Task
  - Send emails as messages
- Organize and search emails
  - Move and filter emails
  - Manage My Mailbox
  - Search emails
- Mail settings
  - General settings for Mail
    - Email view/list
    - Write/Reply to emails
    - Delete/Store emails
    - Set up reminders
  - Quick settings
    - Signature
  - Manage and sort emails
    - Manage and back up mailboxes
    - Filter emails
    - Automatically forward emails
  - Import external emails
  - POP3/IMAP
  - Spam settings
  - Keyboard shortcuts
  - Sync external emails on mobile
  - Email notification settings

Board
- What is Board?
- Board
- Write posts
  - Write posts
  - Post with your team/group name
  - Set featured image for posts
  - Mark or unmark as must-read
  - Set or remove a post as a notice
  - Save a post as a draft
  - Allow post editing
  - Schedule posts
  - Edit posts
  - Delete, restore, and permanently delete a post
- Check posts
  - View and download photos/files
  - Check posts
  - Check members who read the post
  - Post reactions
  - Reminders for posts
  - Translate posts
  - Board service notifications
  - View a collection of the latest posts
  - View must-read posts
  - View important posts
  - Add boards to favorites
  - My posts
  - Check the profile of the author
- Leave comments
- Send posts
- Search posts
- Print posts
- Search boards
- Board filters
- Manage boards
  - Create boards and categories
  - Board settings
  - Latest post settings
  - Manage posts
  - Manage board members
- Board notification settings

Calendar
- What is Calendar?
- Calendar
  - Calendar types
  - Add calendars
  - Share calendars
- Create events
  - Create events
  - Check the availability of attendees and resources
  - Quick invitations to an event
  - Add a video meeting link to an event
  - View other content while creating an event
  - Delete events
  - Import/Export events
- Check events
  - View personal schedule
  - View members’ schedules
  - Respond to an event invitation
  - Appointments with users from other companies
  - Translate events
  - Check event revision history
- Search events
- Reserve resources
  - View reservation status
  - Reserve a resource
  - Edit or delete a reservation
- Calendar settings
  - General settings
  - Manage calendar list
  - Sync events and set sync period
  - Calendar notification settings
  - Additional time zones
  - Keyboard shortcuts
- Print calendars

Contacts
- What is Contacts?
- Company members
  - View company members
  - Search for company members
  - Contact company members
  - Favorites settings
  - Manage company member information
  - Team feature settings
- External contacts
  - View external contacts
  - Add, edit, or delete tags for external contacts
  - Add, edit, or delete external contacts
  - Set permission to edit external contacts
  - Save external contacts to your phone
  - Forward external contacts
  - Add and manage LINE users
  - Add and manage external NAVER WORKS users
- Group
  - Groups
  - External groups
  - Contact by group
- Search contacts
- Export contacts

Task
- What is Task?
- Manage task list
  - My tasks
  - Message Room Task
- Create tasks
  - Create tasks
  - Edit tasks
  - Delete tasks
  - Copy tasks
- View tasks
  - View tasks
  - Translate tasks
- Mark task as complete or incomplete
- Search tasks
- Task settings
  - Set up task notifications

Form
- What is Form?
- Create forms
  - Create forms
  - Form component
    - Add or edit questions
    - Add or edit answer choices
    - Add or edit pages
    - Add or edit paragraphs
  - Branch settings
  - Form settings
    - General settings
    - Collaboration settings
  - Preview forms
  - Save form drafts
  - View form summary
    - Form summary
    - Recurring form summary
  - Share forms
- Form response
  - Respond to forms
  - Edit your responses
- Form results
  - View form results
  - Send a reminder to non-respondents
  - Send messages, emails, event invitations, or forms to the respondents of specific answer choices
  - Download form results
  - Share form results
- Form notification settings

Drive
- What is Drive?
- Upload, download and preview files
  - Upload photos or files
  - View and download photos/files
  - Check and restore file version history
- Send files and share links
  - Send files
    - Send a file via message
    - Send a file via email
    - Send a file via note
  - Send links
    - Share links
    - Manage links and view history
  - Send a shortcut to a folder or file to a message room
- Manage files and folders
  - Create, rename, copy, move, delete folders
  - Permanently delete or restore deleted files and folders
  - Folder favorites
  - File and folder list view settings
  - Mark files and folders as important
  - File and folder details
  - File and folder activities
  - Lock files
- Search files and folders
  - Search a file/folder name
  - Search by text within documents or images
  - Advanced search
- Collect and view files and folders
  - View favorites and recently accessed files or folders
  - View only the recently uploaded files
  - View shared links
  - View files and folders marked as important in one place
  - View all shared folders
- Create and manage shared spaces
  - Collaborative folders
    - Create collaborative folders
    - Manage collaborative folders
    - Set access permissions for collaborative folders
  - My Drive
    - Add members
    - View or remove a folder shared by others with you
  - Message Room Folders
    - View message room folders
    - Message room folder settings
    - Set team/group folder permissions
  - Features of folder types in shared storage (collaborative folder, message room folder, shared folder)
- Drive settings
  - General settings
  - Used storage
  - Drive notification settings
- Create and edit documents
- Drive Explorer
  - Install Drive Explorer
  - Sync settings
  - Icons for each file status
  - Using online-only files
  - Tray menu
  - Delete or restore folders/files
  - Settings
  - Proxy server settings

Settings
- My info
  - Edit my profile
  - Status settings
  - Edit LINE profile
  - Chat with external users
  - Logout
- Security
  - Change password
  - Third-party app password
  - Login and security
  - Manage the access log
  - 2-factor authentication
  - Screen lock settings
  - Manage devices
- Notification settings
  - Notification settings
  - Snooze notifications
  - Notification hours
  - Notification sound
- Font size settings
- Screen mode settings
- Time zone settings
- Device settings
  - Device notification settings
  - Allow the app to access your device photos
  - Allow access to microphone, camera, and screen recordings
  - Allow access to your location
- Mobile Device Management
- Proxy server settings
- App information
- System requirements

General
- Check service notifications
- Service favorite settings
- Home
  - QR code
  - Use multiple accounts
  - Menus
  - Widget
  - Image profile card
- Document Viewer
  - What is Document Viewer?
  - Preview documents
  - Zoom in/out on a document
  - Move between pages
  - Select spreadsheets
- Template management
  - Access Template
  - Create templates
    - Template components
      - Add or edit questions
      - Add or edit answer choices
      - Add or edit paragraphs
    - New templates
    - Create by copying an existing template
    - Template preview
  - Edit templates
  - Delete templates
  - Add to or remove from Favorites
  - Save templates as drafts

ClovaNote

ClovaNote
- What is ClovaNote?
- Create notes
  - Create new notes
  - Add bookmarks
  - Add memos
  - Add sentence highlights
- Check and use notes
  - View transcripts
  - View bookmarks, memos, and highlights
  - View keywords
  - View participant conversation ratio
  - AI summary
  - Download files
- Manage and share notes
  - Create and move folders
  - Edit notes
  - Share notes
- Note settings
  - Frequently used words settings
  - Language recognition settings
  - Display language and time zone settings
  - Device settings
  - Note notification settings