Clients & Documentation
- ★ Enhanced Client Management for Minors
- ★ Making a client inactive
- ★ How to delete a client from your records
- ★ Removing the Jamie Appleseed demo client
- Filtering your client's documents
- How to enter an international address
Please note that due to the circumstances around COVID-19, we are seeing a significant increase in the number of help requests to our Customer Success group and we're working to respond as quickly as possible. We do strongly encourage you to take advantage of all the free resources we have available. Thank you for your patience and understanding.