Smart Files
15 articles
Get started building your file
Commonly combined steps in smart files
How clients interact with services in a file
Smart file FAQs
Print or save a smart file as a PDF
Manually mark a smart file as complete
How to use smart files from the mobile app
Set up a smart file
Edit a file that's already been sent
Quickly elevate your smart files
Edit a file as your client
When to notify clients of file changes
View a client's progress with your files
Send yourself a test file
Share your smart files