All updates
Improvement
Clients: shared documents directly in the client card
A client's card now shows each document shared in their client space. You can open them, remove them or add a new one without changing screens.
Until now, documents shared with a client (contract, quote, certificate…) were managed from Settings › Access › Client portals. They are now also in Finance › Clients.
What changes
- A “Shared documents” section in the client card: each document with its date, to open or remove from the client's space.
- An “Add a document” button: you give a name, choose the file, and the client sees it straight away in their space, under “Documents”.
- A “Shared documents” entry in the “…” menu of each client in the list.