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Can I set up accounts and have my client download preliminary documents such as contracts, site visit instructions etc?

April 26, 2017accounts client contracts documents download instructions Preliminary site visit

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Can I set up accounts and have my client download preliminary documents such as contracts, site visit instructions etc?

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Yes, Contracts and pre inspection inventory lists are extremely useful when introducing a new client to your Secure Repository service. Simply set the new client up as an user and grant permissions to the uploaded documents. This procedure can save you time and make you money as the client has prepared the inventory check list or has viewed the contract ahead of the scheduled appointment.