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Step 1

To access client documents, first you have to open Clients. For that,

  1. Click on Clients on left menu.
  2. Then click on client of which you want to access documents.
user-guide-client-details-nav

Step 2

To search your particular client, you can click the search button and type your client name, after that enter to search your client name.

user-guide-client-search-result

Step 3

Then, scroll down and click on Documents.

user-guide-client-documents-nav

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