General Documents or Internal Documents

JosephWithCOR

Each of my clients has a files and documents 'warehouse'. Dashboard / Clients / pick 1 / Support - Files and Documents for stuff specific to each client.

Where do I put my own business stuff, or documentation that is common across clients? Documents like how to reset a password for service x, how to access the client portal, etc.

johnny

Hi @JosephWithCOR What we did was create a client with our name and store all the internal passwords documents etc in there.

JosephWithCOR

How do you share a document, say password reset, across multiple clients without recreating it across multiple clients?

johnny

I understand, sounds like we need a global document feature that can be linked to multiple clients