Adding and Emailing Client Documents

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. Click +Add new Client Document.
4. Select a Document. If the document is not in the list, go into the Documents page and add the new document type. 
5. Select an Expiry Date. (You might not see this field depending on the Document type)
6. Select an Alert Date to trigger an expiry alert. (You might not see this field depending on the Document type)
7. Upload an Attachment.
8. Optionally, add any Comments.
9. Save

How to archive Client Documents

1. Under Project Data, navigate to the Clients page.
2. Go to the Documents tab
3. Click into the Document you want to archive.
4. Click on the Disable switch to make it inactive. Once disabled, it will not trigger any alerts when it expires and it will appear on the left in an archive document tab shown below.

Emailing Client Documents

Once you've uploaded an attachment to the Client Document, you can send the attachments in 2 ways: 

• From the Client Document list page
• From the Client Document detail page

From the Client Document list page

1. Under Project Data, navigate to the Clients page.
2. Find the Client Document that you want to email.
3. Click theicon.
4. Email this Attachment

5. Enter the required information for the email.

6. Send

From the Client Document detail page

1. Under Project Data, navigate to the Clients page.
2. Go into the Client Document that you want to email.
3. Click the  icon.

4. Enter the required information for the email.

5. Send