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

  1. Under Project Data, navigate to the Clients page.
  2. Go to the Documents tab
  3. Tap Add new Client Document
  4. Select a Document. If the document is not in the list, you'll need to add the document from the Documents page.
  5. Complete required fields
  6. Save
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