Attach client-specific documents, such as contracts, payment terms, or quotes, to a client.
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Before you start The document must already be in Assignar before you can attach it to a client. See Add a Document to upload it first. Clients are managed under Project Data > Clients. |
Client documents help you keep track of client-specific paperwork, such as contracts, payment terms, and quotes.
Add a client document
- Go to Project Data > Clients.
- Click the three-dot menu next to the client, then click View Documents.
- Click + Add Document.
- Enter a Label.
- Select a Document.
- Optionally drag in an Attachment (maximum 50MB) and add a Comment.
- Click Save.
Document fields
| Field | Description |
|---|---|
| Label (required) | A name for this document entry. This shows in the Label column. |
| Document (required) | Select an existing document. If the document type tracks expiry, you will also set an Expiry Date and Alert Date. |
| Attachment | Drag in or select a file to attach. Maximum 50MB. |
| Disabled | Turn this on to disable the document entry. |
| Comment | An optional note about the document. |
Update a client document
When you save changes to a client document, Assignar automatically archives the previous version to the Archived versions panel.
- On the Client Documents page, click the document you want to update.
- Update the relevant fields, for example Label, Document, Expiry Date, Alert Date, or Attachment.
- Click Save.
The previous version is now listed in the Archived versions panel on the right. Refresh the page if the panel does not update immediately.
View archived versions
The Archived versions panel is on the right of the document's edit panel. Each entry shows the date and time the version was saved.
Click the date and time to open a pop-out with the archived details and attachment. Archived versions are read-only: you can view or delete an archived version, but you cannot edit or restore it.
Things to know
- You can only attach documents that already exist in Assignar. Upload the document first, then attach it to the client.
- Archived versions only appear after you save a change. The panel is empty on a newly created document.
- Refresh the page after saving if the Archived versions panel does not update straight away.
- Use the Active filter and the Disabled, Expiring, and Expired filters at the top of the page to find documents.
- The three-dot menu next to a client also opens View Journal, Form Results, Pay Rates, View Audit Trail, and Archive.