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  1. MyWorkpapers
  2. Clients and files
  3. 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
  • Client Logins
  • Activating, suspending and deleting client users

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