Clients

Create a Client

Steps

1. Click + Add Client
2. Edit the title under the Name field
3. (Optional) Add an Image for your Client
4. Select a color for your Client
5. Click Create Client

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Delete a Client

Steps

1. Select the Client you want to delete
2. Click Settings
3. Click Delete Client
4. Type the title of your Client in the confirmation field
5. Click Delete Client

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Change Client Name

Steps

1. Select the Client you want to make changes to
2. Click Settings
3. Edit the Name field
4. Click Save Changes

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Change Client Color

Steps

1. Select the Client you want to make changes to
2. Click Settings
3. Select a new color
4. (Optional) Create a custom color by clicking +
5. Click Save Changes

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Change Client Icon Image

Steps

1. Select the Client you want to make changes to
2. Click Settings
3. Under Icon Image, click Choose Image
4. Select an image from your computer
5. Click Save Changes

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Invite a Contact to a Client

Steps

1. Select the Client you want to invite a new Contact to
2. Click Contacts
3. Click + Invite
4. Enter the Name and Email of the Contact
5. Click Send Invite

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Remove a Contact From a Client

Steps

1. Select the Client you want to remove a Contact from
2. Click Contacts

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Assign a File to a Client

Steps

From the File Details Menu

1. Select the file you want to assign

From the Clients Page

1. Click Files
2. Under Assigned Files, click + Upload
3. Select a file from your computer

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Access Files From a Client

Steps

1. Select the Client you want to view
2. Click Files
3. Under From Client, select the file you want to access