Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

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

April 26, 2017accounts client contracts documents instructions site visit

0

Posted

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

1 Answer

0

Posted

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 a user and grant permissions to the Downloaded 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.