Steps to Add a New Client
Navigate to the Clients Tab
Open the Dashboard and go to the Clients tab.
Click on "Add New Client"
Tap the "Add New Client" button to add a new client.
Enter Client Information
Company Name (Required): Type in the client's company name.
Client ID (Optional): Enter a unique Client ID if applicable. You can search clients by IDs
Client Owner (Optional): Assign a Client Owner. The assigned owner will:
Automatically be set as the owner of projects linked to this client (but they can be overridden).
Receive notifications about new documents uploaded to the client drawer.
Save the Client
Click "Save" to add the client.
Alternatively, tap "Save & Add Another" to immediately add another client.
Managing Clients
Want to learn more about managing clients? Check out our article on Client Management.