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How to use modelo...

what is modelo for ?


the steps to have when filling a document...




How to find and place you're documents...

for organisation and information, mandate, invoices

Make sure that all you're client info and that you're client is put in the correct file ( as soon as you're work is finished with a certaine client move them to "client réalisé")

Modelo is an online project management and collaboration platform designed to help teams work more efficiently. With its intuitive features, Modelo allows users to plan, organize, and track projects while facilitating communication and collaboration among team members. Through its task management, calendar, and file-sharing tools, Modelo provides a comprehensive solution for project management, catering to both small teams and large enterprises. With its user-friendly interface and customization options, Modelo adapts to the specific needs of each project, enabling teams to stay organized and productive throughout the project life

Modelo makes invoicing easy. You can create professional invoices effortlessly, and the process is very similar to signing a mandate.

With Modelo, creating mandates is easy. The platform offers pre-designed models that you can easily download and modify. It provides handy tools to assign tasks, monitor progress, and handle project timelines. Modelo lets you sign mandates in various ways to suit specific requirements. All your mandates are neatly stored in Modelo's registry, each correctly numbered for easy reference. Streamlining the entire process for your convenience.

In the "coffre-fort" you will find all files created by the team with clients documents, process...

With Modelo, you can upload various documents and files. However, in the document types section, you'll find all the document models. Those with a locked lock should not be used, but the open ones are available for use. Simply download them first, and then you can make any necessary modifications.

Here are the steps to fill out a document on Modelo:1. Access Modelo Platform : Log in to your Modelo account and navigate to the document you need to fill out.2. Open the Document : Locate the document you want to fill out and open it by clicking on it.3. Review the Document : Take a moment to review the document and understand the information you need to provide.4. Input Information : Fill in the required fields or sections of the document. This may involve typing text, selecting options from drop-down menus, or uploading files.5. Save Your Progress: Periodically save your progress as you fill out the document to avoid losing any information. Look for a "Save" or "Save Progress" button.6. Review and Edit: Once you have completed filling out the document, review it for accuracy and completeness. Make any necessary edits or adjustments.7. Finalize and Submit : Once you are satisfied with the information entered, finalize the document and submit it according to the instructions provided.8. Confirmation : After submitting the document, you may receive a confirmation message or notification indicating that your submission was successful.9. Download or Print (if necessary) : If you need a copy of the completed document for your records, you can download or print it from the Modelo platform.By following these steps, you can effectively fill out documents on the Modelo platform.

To find and place documents on Modelo, you typically follow these steps:1. Login to Modelo : Open your web browser and navigate to the Modelo website. Log in to your Modelo account using your username and password.2. Navigate to project or Folder : Once logged in, navigate to the specific project or folder where you want to place the documents. You can usually find your projects listed on the dashboard or through the navigation menu.3. Upload Documents : Look for an option to upload documents within the project or folder interface. This option is usually labeled as "Upload" or "Add Files." Click on it to initiate the upload process.4. Select Files : A file browser window will appear, allowing you to select the documents you want to upload from your computer. Navigate to the location of the documents on your computer and select them.5. Upload Process : After selecting the documents, proceed with the upload process by clicking "Open" or "Upload" within the file browser window. The documents will then be uploaded to the selected project or folder on Modelo.6. Organize Documents (if necessary) : Once uploaded, you may have the option to organize the documents within the project or folder. This can include creating subfolders, renaming documents, or assigning tags for easier identification.7. View and Access Documents: After uploading, you and your collaborators can view and access the documents within the project or folder on Modelo. Depending on the document type, you may also be able to edit, comment, or annotate them directly within the platform.8. Share Documents (if necessary): If you need to share the documents with others, you can provide access to specific individuals or teams by adjusting the sharing settings within Modelo. This ensures that the right people have access to the documents they need.By following these steps, you can effectively find and place documents on Modelo, making them easily accessible to you and your team for collaboration and project management.