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:
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.
Internal files are files you want to maintain with the project, but do not want to share with a client. These include any working documents you want to associate and maintain with a project. You can upload and manage internal files in the "Internal ...
Client Record Configurations
Client Administration allows you to customize client records in Clarity as well as manage content viewable by clients. Client tags, phone types, delivery types can be customized in the system . You can also make worksheets and other useful files ...
Client Reports and Client Record Exports
The best way to generate client reports is to use the client search screen. On the Client Search screen, use the filters to get the data you want about a client, then click the "Search" button. The list of clients you selected will be displayed ...
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 ...
Managing Recurring Projects
There are three ways to manage recurring projects in Clarity, each way has its own advantages: Through each client record - this helps you manage recurring project(s) for a specific client - See How Through recurring project search options - this ...