Managing Files In Clarity

Managing Files In Clarity

Clarity allows you to upload and maintain files for different categories and purposes.  The following are the categories of files you can manage:

Client level files - These are client level files you want to share with your client.
Internal project files - These are internal and working project files that you upload but do not want to share with the client
Project files from your firm  - These are project files that you want to share with your client and are specific to a project
Project files from client - these are files your client uploads to a project and are specific to a project

Please click on each category of files to learn more on how to manage those types of files.

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