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Client documents

The Documents tab stores files linked to the client.

Open client documents​

  1. Open Clients.
  2. Open the client record.
  3. Select Documents.

Document list​

The document list can show:

  • Name
  • Type
  • Source
  • Upload Date
  • Options

Use the list to find client documents such as terms, compliance files, finance documents or other attachments.

Add documents​

Use Add to upload a document to the client record.

Only upload files that belong to the client and should be stored against the client record.

Merge PDFs​

Use Merge PDFs to combine selected PDF files into one document.

Check the document contents before merging or sharing them.

  • Client Compliance
  • Client Financials
  • Clients Overview