Help CenterClients
Clients
Manage client records and secure document access
3 articles
Client Management Best Practices
Keep contact details, billing contacts, notes and linked work accurate in the selected workspace.
2 min readintermediate240 views
Managing Inactive Clients
Keep client history useful without mistaking deletion for a reversible archive.
2 min readbeginner286 views
Client portal access
How clients securely open shared invoices, quotes and agreements without becoming workspace users.
3 min readbeginner268 views