ISSUE:

• Need to add an Engagement Team or specific staff to a binder

SOLUTION:

• If the binder is finalized, please continue to this link:  Engagement - Adding staff to a finalized binder
• Express sync the binder
• Right click over the binder > select Properties
  
  
  
  
• Select Binder Staff > Assign > Highlight the team > Select the Right Arrow > OK > OK
  
  
  
  
• Express Sync the binder to the CFR
• Once the assigned person or team synchs the binder, they will have the rights assigned to them and will have access