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.

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