Managing and Sharing Documents
Securely share files anytime, anywhere with your clients. Track progress, control access, and collaborate with ease.
Supported document file formats are currently:
- .txt
- .png
- .tiff
- .jpeg
- .gif
- .docx
- .bmp
- .pptx
- .xlsx
Viewing Documents
To view documents:
- Open the platform.
- Click Documents.
For quick access to frequently accessed standard and signable documents, in the top corner see "My Documents". Click the side-facing arrow to open or close.
You can also view and upload documents on a contact or client's client card:
- Open the platform.
- Click Clients.
- Click the relevant client.
- Click Documents.
- Click the add document icon
, then select Share Document, Internal Document, or Request Signature.
Note: To upload signable documents, you'll need to install app.rove from the App Market.
Sharing Documents
- Open the platform.
- Click Documents.
- Click New.
- Click Share document.
- Select the relevant client, or click New Client.
- Optional: If "New Client" was selected enter the client info, then click Save.
- Click Continue.
- Select/drag and drop the relevant document(s) and staff member.
- Optional: Add a message or check the box to notify clients by email.
- Click Share.
To view shared documents:
- Open the platform.
- Click on Clients.
- Click on relevant client.
- Select Documents tab.
- Select the relevant category of document.
You can check if the document has been viewed by the client by selecting Sent to client.
Requesting Documents
- Open the platform.
- Click Documents.
- Click Request a Document.
- Select the relevant client(s) or click New Client.
- Optional: If New Client was selected, enter the client details, then click Save.
- Click Continue.
- Enter your email text.
- Click Send.
Once your client uploads the document, it will appear both in your inbox and in "Documents".
Deleting Documents
- Open the platform.
- Click Documents.
- Click on the relevant document.
- Click More.
- Click Delete.
- Confirm.