There are certain files that pertain to clients, like personal tax returns, letters from the tax department addressed to them, or their onboarding questionnaire form.

You can store these documents against the client’s contact profile so that anyone in can find them. This makes it easier to collaborate, find relevant information, and work together.

On the details tab of the contact’s profile, you’ll find recent documents. From here, you can upload files, rename or delete them.

You can also store links to documents as well. You have two options located off the Details tab.


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