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Clients Documents

On this page, you can find all of the documents that you and your client need as reference material (contracts, emails, agreements, reminders, etc.). You can leave this page empty if you do not need it.

To show this page, follow these steps:

  • Click on Clients in the menu bar.
  • Search for the client by scrolling down the page or using the
  • Click on Select. The Clients page opens with all of the client's information.
  • Click on the Documents tab.

  • Click on
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