Questions

The portal shows only the files you have marked «Visible in the portal». Internal files, such as a costing, cannot be marked.

With an invitation from their card (an email address is needed). The customer signs in with a code sent by email or with Google/Microsoft — no password.

Yes. An offer has its own page; it becomes a project only when you press «Convert to project», once the customer has accepted it.

Time recording is the office's choice (Team › Team settings › Time recording) and appears only at the «Estimate + time recording» level.

It appears once the office has at least one template switched on. Switch one on or make one under Settings → Projects & services → Project templates.

Ready-made templates follow one country's procedures and are offered only to offices there. Where there are none, you make your own.

On a phone the timeline becomes a list; you change dates from a row's dates panel.

You are asked first; if you go on, the first one stops and its time is kept as a suggestion in «My time».

You get a notice; at 12 hours it stops by itself and the time waits as a «Needs a check» suggestion for you to correct.

Yes — PDFs, images and Word documents arrive in the project, and its lead is notified.

In Team › Members & roles, by whoever manages the team's members; what each role allows, in Team › Team settings › Roles & permissions.

Amounts — prices, payments, finances — are seen only by whoever has the permission to see amounts. The «Technical staff» role does not have it by default; whoever manages the members can change that in the roles.

No. Sick leave is not a request: it is recorded straight away and the managers are told.

Roles of your own are part of the Large business plan. On other plans you change the permissions of the ready-made roles.

With one of the recovery codes you kept when you switched it on; each code works once.

Yes, under Notifications › «Settings»: for each category you choose «In Ergothiki» and «By email» separately, and when the emails come (at once, or one summary a day at the hour you set).

The agreed fee is what you agreed; the payment status follows from it. The «Invoiced amount» is the amount on the invoice you issue yourself, VAT included — Ergothiki does not issue invoices, it only records them.

No. Ergothiki issues no invoices and sends nothing to myDATA; you issue your invoices as always, and here you record the amounts and payments.

Yes. Whatever you delete goes to «Deleted records», from where whoever has the restore permission can bring it back — unless that section has been emptied.

No — JPG or PNG, up to 2 MB. It is cropped square before it is uploaded.

No. Amounts already recorded are not converted — which is why the change asks you to confirm.

The full export is for the owner alone, who re-enters their password to download it; it is kept for 7 days. The Excel file can be downloaded by whoever changes the settings.

Within the first 14 days, yes: if a new plan is chosen, the office comes back as it was. After that the data is deleted.

No. And when you delete them, only the samples go — your own records stay.

Everyone can read projects; editing, deleting and adding work items are for whoever has the projects permission.

That the partner runs an office of their own on Ergothiki: anything you assign them arrives there as a collaboration invitation.

An invitation nobody answers lapses after 30 days and you are told; you can then assign the work to someone else.

Only their name, unless you tick on the work item that they may see the telephone number and email too.

ErgoMail is seen by whoever holds the «Office messages» permission; the «Technical staff» role does not have it by default.

Yes — you are warned if the same person already has an appointment, and you choose «Save anyway» or «Change the time».

Because it contains a number that is not in your notes. Correct it in the draft, or add it to your notes.

No. The calendar shows only who is away and what kind of leave it is.

A work item is a fee-earning piece of the work, inside a project. A task is something that has to get done — a phone call, a missing document.

The project's lead, the work item's assignee and the office's management; if it stays open, it is brought up again.

Through «Manage how you pay» on the subscription page. The office stays active until the end of the period you paid for, then becomes a Visitor.

The ones you buy never expire. The plan's credits come each month, are used first and do not carry over to the next month.

The trial has everything a Business has, without the monthly credits; you can buy credits if you need them.

No. The office becomes a Visitor: nothing is deleted, the work simply pauses until you choose a plan, and exporting the data stays available.

Open the same file's «Share»: below the form, «Reactivate…» gives the link a new lifetime from today, with the same link.

No. Everyone sees «● This call is being recorded», and before you stay in the call you choose «Continue» or «Leave»; anyone who does not answer within a minute is removed.

As long as the office sets under Features: 30, 90 or 365 days, or until deleted. The transcript and the minutes stay afterwards; the call provider's copy is deleted within 7 days.

The members of the room's office who were in the room when it was recorded, and in a project room whoever manages projects. A partner office sees only approved minutes; customers and guests see nothing.

It is assigned only to someone who was in the call and is a member of the room's office; otherwise — or if the recording file has been deleted — it has no one assigned, and you assign it.

No — except an office expense, to the Trash, and only if the office turned on deleting through AI. An email, an invitation, a publication, a receipt, an expense or a correction of an office expense happens only if the office sets that area to Record, and after you approve it.

Only if your role sees them and the Finance area is not set to Off in the AI agents settings; otherwise they do not reach it at all.