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
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.