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Clients Overview

Written by Cole Mackin

The Contacts tab enables you to manage your DesignFiles’ clients and vendors. Adding your clients as contacts allow you to instantly access their information when managing projects, submitting design boards for feedback/approval, updating questionnaires, and many more.

Jump over to the appropriate topics by clicking the links:


💡 Tip

Want some help organizing your clients and contacts? Book a free setup call and we'll get your contact list and client access set up together. No prep needed, and all skill levels are welcome.

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