Adding documents to multiple clients

Drag and drop your documents into the main documents display/search screen (when you have dragged the files onto the right area you will see a message that says drop your file here to start upload)


Complete the information below prior to saving documents:

  • Title
  • Description
  • Client - start entering the clients' names you want to save the document against
  • Status
  • Team (optional)
  • Filter (optional)

        **A document can be added without being assigned to a client, team or a filter


Click on the "Save" button.  Documents will show the Client Name and Code.





Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.