Managing and Requesting Client Files
How to manage and request client files
How to send a file request to a client (Video)
What to do when clients begin uploading files to a project (Video)
What to do when clients begin uploading files from your general email link (Video)
Adding Engagement Letters to an Organizer Project in TrussEngagement letters help formalize your relationship with clients and ensure all project details are agreed upon. In Truss, you can easily add engagement letters to an organizer project to streamline…