Documents Card

Within the Project Details screen, the Documents card allows you to retain all important documents related to this customer. Maintaining and associating your documents for each customer allows your team to better manage their service delivery obligations by presenting all related information in one place. You can designate a Document Type for each document you store within this customer-level document library.

Document Types include:

  • Non-disclosure Agreement
  • Independent Contractor Agreement
  • Policy
  • Master Service Agreement
Documents associated with a Customer.

Search for documents, Add a New Document or Expand and Collapse this card.

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