Clients

Clients are used when you want to send a Variations or a Progress Claims.

To access to clients list, go to Projects page, select a Project, and click on the Clients tab.

Add a new client

  1. to add a new client, on the Clients tab, click on the plus button.
  2. Fill the information and click on Add New button.

Edit a client

  1. To edit a client, on the Clients tab, click on the edit button next to the clients name.
  2. Fill the information and click on Save button.

Delete a client

  1. To delete a client, on the Clients tab, click on the edit button next to the clients name.
  2. Click on Delete button and confirm the deletion by clicking on Yes, delete button.