Uploading Client Documents from your computer
Requesting Documents to be uploaded by your Client
Documents Organization
- Document Dynamic Indexing and using Search Criteria
- How do I organize my documents into folders in Firm360?
Manage Documents
- Edit document Type, Description, or Year
- Edit document via native tools (Adobe, MS Word, or MS Excel)
- Convert other document formats to pdf / Merge documents
- Make documents available to Contact via the Client Portal
Additional Resources
NOTE: Please contact support@myfirm360.com to discuss options for importing an existing library of client documents.
Return to Implementation: 4.0 Document Management