Work with Client and Engagement documents

Open a Client workspace

1. Select Documents, then Client Docs.
2. Use Search clients… when needed, then select the Client.
3. Open an Engagement folder to work with files for that Engagement, or stay at the Client level for files shared across their work.

Add and find files

1. Select Upload to add files at the open Client or Engagement level.
2. Select New Folder when you need another layer of organisation.
3. Use Search documents… or the breadcrumb to move around the workspace.

Files remain in the level where you added them, so the Client workspace keeps shared files separate from Engagement-specific work.

Related

• Choose the right document library
• Create and update an Engagement