Add or select a Client for a Document

Short summary

Use the "Client" section to link a Document to a Client and manage the Recipients for that Document.

When to use this feature

Use this when you want to:

• Add a Client to a new or existing Document
• Select an existing Client
• Add specific Recipients for a Document
• Update Client details such as type, address, or website

Step-by-step instructions

1. In the Business Portal, go to the workspace and open the document.

1. Select "Client" in the right menu.

!Screenshot: Open Client section

1. Select "Edit" in the "Client" section.

!Screenshot: Edit Client details

1. Enter or update the "Client name *".

1. Choose a "Client type": "Individual" or "Business".

1. If the Client is a business, enter the website in "Website".

1. To add an address, select "+ Address".

1. To add Recipients, select "+ Recipients".

1. To use an existing Client, start typing the Client name and select the matching Client from the list.

1. If prompted to choose linked Recipients, select "All" or specific Recipients, then select "Add (n) Recipients". To continue without adding Recipients, select "Skip".

1. If you change a Client name that is linked to other Documents, choose one option:

1. "🔁 Update all" to update the Client name everywhere
2. "🚫 Ignore" to keep the new name only for the current Document
3.  

4. Continue to the next Document section by selecting "Next" and the next section name shown, such as "Price quote".

• Notes & limitations

•  
• A Document belongs to one Client.
• Recipients can be different across Documents, even when the Documents use the same Client.
• A Recipient can be linked to more than one Client.
• "Client name *" is required.
• Client names must be unique within the same Company.
• "Website" is shown only when the Client type is "Business".
• "Address" is optional.

• Client is required for Document types except Payment.

Troubleshooting

Q: I see a matching Client while typing. Should I create a new one?

A: If the Client already exists, select it from the matching list to avoid duplicate Client names.

▶ Watch video: Skipped Client recipients

Q: Why do I see a message about other Documents when changing the Client name?

A: The Client is linked to other Documents. Choose "🔁 Update all" to rename it everywhere, or "🚫 Ignore" to use the new name only in the current Document.

Q: Why can’t I see "Website"?

A: "Website" is available only when the Client type is "Business".