Client documents are a great way to keep track of client specific documentation which can include contracts, payment terms or quotes. You can upload files and then attach expiry dates to them to makes sure you never miss an expiry. 

Add documents to a Client 

  1. Click Clients & Projects > Clients > Edit to view and/or update details for an existing client.
  2. Click the Documents tab to view a list of documents for that client.
  3. Click Add new Client Document to add a brand new document for this client.
  4. Select a document from the drop-down list. If the document is not in the list, go into the Documents Module and add the new document type. 
  5. Click in Expiry Date to select an expiry date for this document from the calendar box (if applicable).
  6. Click in Alert Date to select a date to trigger an expiry alert for this project document (if applicable). The default alert date is 2 weeks before the expiry date.
  7. Click on the Choose File button to browse your files and attach a document or image of the document.
  8. Click on the Disable toggle switch to change the document for this Client from active (white) to inactive (blue), and vice versa. If a document is inactive it will appear as disabled in the documents list for this client and it will not trigger any alerts when it expires.
  9. Enter a comment for your own reference (optional).
  10. Click Save 

View documents for a client

  1. Click Clients & Projects > Clients > Edit to view and/or update details for existing documents for this client.
  2. Click the Documents tab to view a list of documents for that client.
  3. Click on a document image to view the detail. Here you can rotate the image and/or print the document detail. Click Close when you’re finished.
  4. Click the context menu to edit the document details 
  5. Click the context menu to email it as an attachment to a client or supplier
  6. Click the context menu to copy link and a popup show up with the URL address of the attachment. Click on the clipboard icon to copy the URL to your clipboard so you can paste it somewhere else. Click Dismiss when you’re finished. You can embed the link in our form builder for workers to view while submitting forms. 
  7. Click the context menu to delete the document
  8. Click the context menu to archive the document so you can upload a new one.

Email client documents

  1. Click Clients & Projects > Clients > Edit to view and/or update details for existing documents for this client.
  2. Click the Documents tab to view a list of documents for that client.
  3. Click on the email document button in the context menu
  4. You will see a popup email window.
  5. Enter one or more email addresses in the To box, with a comma in between each email address if more than one.
  6. Enter an email subject and message to send with the attached document.
  7. Click the Send button when you’re ready to send the email.

Archive a project document 

  1. Click Clients & Projects > Clients > Edit to view and/or update details for an existing client.
  2. Click the Documents tab to view a list of documents for that client.
  3. Find the document you want to archive.
  4. Click Archive context menu to archive the document for this client.
  5. It will appear on the left in an archive document tab (see image) 

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