Add a client
Click Add client on Clients, or use the button next to Client when you create a new document.Use a client on a document
Pick them in Client when you create the document, and their details fill in automatically. When sending by email, pick them in Or pick a client instead of typing their email.Search and sort
- Search by name, company, email or phone.
- Sort by newest, name from A to Z, or most documents.
- Each client shows how many documents they have.