Where do I find my documents?
Travis avatar
Written by Travis
Updated over a week ago

We know that part of running (and growing) a successful business means keeping tabs on more than just the day-to-day when it comes to your invoices and proposals, it also means getting a big picture at-a-glance and noticing trends that can help you forecast the future.

You may quickly view, at a glance, all documents (invoices, quotes, questionnaires, contracts) for all your projects by pressing the 'documents' tab:

With the documents tab, you may:

  • Quickly view important details for invoices, quotes, contracts, and questionnaires

  • View all of your outstanding and past documents in one place

There are also several filters you may apply as well as sorting options.  New documents may also be added from the documents tab as well (you will simply choose the corresponding project as you go).

KeyWordSearch: Documents, Invoices, Contracts, Quotes, Questionnaires

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