In this video you can easily see how to configure your user to be able to upload documents to several clients at the same time.

The first thing to keep in mind is that you can only upload to several main companies those documents that are common to these companies. For example, Social Security and Treasury documents, insurance policies, employee documentation... as long as they are requested by both companies.

In order to upload documentation to different main companies, the first step is to link the Metacontract users that we have for each of these companies.

To link users you only have to access the "Settings" section, click on "Users" and in the "Associated accounts" tab click on "Create linked account". Then you only have to enter the access data of the client you want to associate.

Once the changes have been saved, a new tab called "Types of linked documents" will appear, within which you must select the client to be linked from the drop-down menu that appears.

On this screen, two columns appear, the left column is the list of all types of customer documents with the session started, and the right column, the list of all types of documents that would be common with the customer to be related. . This list is modifiable, however, MetaContratas lists the types of documents common to both clients automatically, so, in principle, you should not do anything else, just click on the "Apply changes" icon to finish the process.

When you go to upload a new document, you will see in the upload window that, for those documents that are common to more than one client, you will see the option to upload it to all clients with related users, and you will be able to mark those clients to whom you want to upload the documen