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Can clients upload documents to my document management system instead of Financial Cents?
Can clients upload documents to my document management system instead of Financial Cents?

How to customize the upload location of client tasks and requests

Shahram Zarshenas avatar
Written by Shahram Zarshenas
Updated over a week ago

Client tasks allow your clients to upload the information inside Financial Cents or into other document management systems.

To do this you will select the "Manage client uploads" button, as seen below:

Next you will choose "Customize upload destination" and insert a link.

You can add a link for any document management system like a ShareFile, DropBox, Google Drive, Smart Vault, FileCabniet, etc.

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