As well as uploading and managing documents for specific clients, you can also upload and manage documents for the practice. This can be useful for storing document templates (such as letter templates), contracts, terms of conditions, etc.
There is no limit to the number of documents uploaded, or storage volume used, but a single document cannot be larger than 150MB. Most file types are supported, including PDFs, Word documents and Excel spreadsheets.
You can also create and manage document folders to organise your client and practice documents. Folders can be created for individual clients, or for all clients in your practice. You can also filter the folders to only be visible for clients who meet specific criteria.
Choose an area you want to find out more about: