Keep files for a client
Contracts, tax-exempt forms and floor plans, saved with the client or one of their places. Private: only you can open them.
Clientsa clientFiles
Open Clients
Keep the paperwork with the client it belongs to, so it's right there when you need it.
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1
Open the client
In the menu, tap Clients and open the client. Go to Files and tap Add a file.
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2
Pick the file
Pick a PDF or a photo, up to 15 MB. Choose what it is, like Contract, Tax-exempt form or Floor plan, and give it a name if you like.
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3
For a place
For a host or a company, pick which place it goes with, then tap Upload.
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4
Open it any time
Tap its name to open it. Tap Remove when you no longer need it.