Client Level Files

Client Level Files

Client level files are files you want to share with your client, but do not belong a particular project.  For example, you may wan to upload client information sheet that has information that is relevant to all projects.  

To upload files at the client level, find a client record and click on the name.  In the client Detail screen, there will be a tab labeled "Files from xxx" .  The xxx is your company's short name.

Please keep in mind that files you upload to this tab are visible and downloadable by the client

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