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 ...
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 ...
V 12.0 Release Notes (2020)
Release 12.5 Release date: 9/12/2020 Enhancements Provide the firm the ability to change, add, and delete high level project status Enhanced both public notes and internal notes to include formatting Enhanced notes display area and included user ...
V 13.0 Release Notes (2021)
Release 13.52 Release date: 2/27/2021 Resolved issue with multiple file download. This issue was occurring when trying to download multiple files at once where and the system errors out indicated that one of the file is now found. Release 13.5 ...
V 9.0 Release Notes (2017)
Release 9.5 11/21/2017 Site Security Enhancements Release 9.1 3/20/2017 Fixed issues with calculations on the Corporate Dashboard Enhance client questionnaire interface Provide the option to display project admin tasks to clients User Interface ...