Help / Clients, sites and supplies
Where are documents kept?
Each client has its own documents: bills and files they send in the portal, signed letters of authority, and anything your team adds. You choose which are shared with the client. Your firm's own papers are under Company documents, for staff only.
More on clients, sites and supplies
- How are clients, sites and supplies organised?
- How do clients sign a letter of authority?
- How do groups of companies work?
- What is the service desk?
- Where do tasks come from?
Not answered here? Contact us.