support.senta.co/en/support/solutions/articles/12000079380

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https://support.senta.co/en/support/solutions/articles/12000079380

Working with client documents

Each client record has a dedicated tab for client documents.  The Documents tab can be used to: store files share files in the client portal  receive documents uploaded by the client into their portal send signing requests TABLE OF CON...



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Working with client documents

https://support.senta.co/en/support/solutions/articles/12000079380

Each client record has a dedicated tab for client documents.  The Documents tab can be used to: store files share files in the client portal  receive documents uploaded by the client into their portal send signing requests TABLE OF CON...



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https://support.senta.co/en/support/solutions/articles/12000079380

Working with client documents

Each client record has a dedicated tab for client documents.  The Documents tab can be used to: store files share files in the client portal  receive documents uploaded by the client into their portal send signing requests TABLE OF CON...

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      Each client record has a dedicated tab for client documents.  The Documents tab can be used to: store files share files in the client portal  receive documents uploaded by the client into their portal send signing requests TABLE OF CON...
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      Each client record has a dedicated tab for client documents.  The Documents tab can be used to: store files share files in the client portal  receive documents uploaded by the client into their portal send signing requests TABLE OF CON...
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