Where can I find a Client’s Documents?

In the ‘Documents’ tab you have an overview over all of the documents which are related to a single client. Here you can download your files and filter for document types.

1. Go to the ‘Clients’ section of ONE PM.
2. Search for the client whose documents you want to look at.
3. Click on the ‘Documents’ tab.

How can I create a new Document?

1. Assure you are on the ‘Documents’ tab.
2. Click on ‘+Add Document’
3. A slide in appears. Fill in the information including uploading your document.
4. Click on ‘Save’!

How can I edit a Document?

1. Assure you are on the ‘Documents’ tab.
2. Click on the document you want to edit.
3. A slide in appears – click on ‘Edit’
4. Edit the information you want to change
5. Click on ‘Save’! – if you want to delete the document, click on ‘Delete’ instead.

Tipps

• Add Tags to your Documents. You can later filter for these tags. This makes finding certain groups of documents easier.