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How can I keep a client's driver's license on file?

Here's how you can add a client's document to their profile in your directory for future reference.

Colin Connor avatar
Written by Colin Connor
Updated over a week ago

Let's say you want to keep a client's driver's license on file in case they damage something and you need to keep on top of them or need to reference their information later.

You can quickly access the client's profile in your directory and click 'Files'.

Here you can drag and drop or 'Upload' a scan or a picture of their document.

The great thing about this is that every time you work with the client, this file will show as a 'Suggested File' for you to reference on all future projects.

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