📎 Client Documents

    What is it?

    This area gives you a beautiful and convenient spot to store all of your client files. This is probably NOT where you are going to save all of your daily files.

    How do I use it?

    Client Documents

    Note that this area is intended for documents related to your client projects. You might share this with a Virtual Assistant or someone else who needs easy access to client files. Remember that you can manage all business documents in the "All Documents" section of the Executive Interface.

    📎 All Documents

    There is a default list of document/asset types already created for you, but you may need to customize this list to your business. Here's a tutorial on how to do that specifically!

    📎 Create New Type

    Usability Checklist

    Have you done all of this?

    1. Uploaded all of your client documents

    How do I print it?

    Print View

    How do I share it?

    For anyone that you want to have access to this information, whether personal or business, you'll share the "Client Work" interface with them.

    How to Share an Airtable Interface and Manage Access
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