Add Client Documents

  • Updated

Client Documents are a great way to keep track of client-specific documentation. This can include contracts, payment terms or quotes. 


How to add Client Documents

Before you start, you'll need to add the document to Assignar. 

  1. Go to Project Data Clients > select the client

  2. Click on Documents
  3. Click +Add new Client Document
  4. Select the appropriate document
  5. Complete required fields
  6. Save Client Document

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