Clients

Adding and editing Clients
Client page First go the Client page: Add a new Client To add a new Client, click the  New +  button and fill in the form to add your client inf...
Fri, 16 Aug, 2019 at 8:53 AM
Customer Portal
Overview Send a unique link to your clients to enable them to view completed PDF's. Open the Client profile card Click the i icon next to the ...
Tue, 3 Mar, 2020 at 11:54 AM
Emailing your client
There are a number of options to email certificates.  Click the information icon next to the certificate number on the Home screen. Scroll down to...
Fri, 30 Jul, 2021 at 3:40 PM
Emailing your client direct
There are a number of options to email certificates.  Click the information icon next to the certificate number on the Home screen. Scroll down to Email-op...
Fri, 28 May, 2021 at 4:28 PM