Client documents is an effective way to ensure that all essential documents required for a client are securely attached to their profile. Additionally, this allows the relevant documents to be associated with each booking for that client.
How to Add Client Documents
Navigate to Clients on the side bar
Select the desired Client
Select the Documents tab
Click or drop files into the box
Name and select Document Type and tags for your file
Click Upload
For proper visibility, open the document and toggle the desired tools on or off.
These documents can also be uploaded by project
