Internal client documents are for internal purposes only, your contractors can not see them.

STEP BY STEP:

Complete a search for the contractor you want to add Internal Client Documents against.

• CLICK on VIEW icon next to the contractor name.
• Go to the Internal Document Section.
• Click on ADD NEW.
• Enter the Document Title.
• Select the Document Category.
• Upload the relevant document.
• Click Save.

NOTE: Only Users with Admin or Editor Permissions can add documents and the contractor CAN NOT see these documents

 

CATEGORIES:

There are standard Document Categories in the system, if you want additional categories specific to your business please raise a ticket via the support link within the system and list out the new categories you want added.  These new categories are only visible to you, not all clients.