Documents
A repository for files and records related to clients and transactions. Documents can be published in the user's personal account.
A repository for files and records related to clients and transactions. Documents can be published in the user's personal account.
This is what the list of documents looks like in your personal account.
Document page
You can check the progress of the checklist directly from the list of documents
An example of a document with a file uploaded to it
Flexible document access settings
