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Clients and files
Creating and updating clients

Creating and updating clients

Each file is attached to a client within the client list, allowing you to isolate individual clients and the files which have been created for that client. Under the Client Files menu you will find all you need to know about creating and managing client details and files in MyWorkpapers, including:

Client list
Accessing the client list
Creating a new client
Updating client details
Filtering the client list
Creating and editing custom fields for your clients
Client Logins
Activating, suspending and deleting client users

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