/
Clients Documents
Clients Documents
On this page, you can find all of the documents that you and your client need as reference material (contracts, emails, agreements, reminders, etc.). You can leave this page empty if you do not need it.
To show this page, follow these steps:
- Click on Clients in the menu bar.
- Search for the client by scrolling down the page or using the icon.
- Click on Select. The Clients page opens with all of the client's information.
- Click on the Documents tab.
- Click on .
, multiple selections available,
Related content
Clients Main Page
Clients Main Page
More like this
Details of Quotes and Invoices Created (Clients)
Details of Quotes and Invoices Created (Clients)
More like this
Client Documents
Client Documents
More like this
Clients Screen
Clients Screen
More like this
Supplier Documents and Reference Material
Supplier Documents and Reference Material
More like this
Client General Information and internal notes
Client General Information and internal notes
More like this
Copyright Wordbee - Buzzin' Outside the Box since 2008