Add a client

Overview

A client is the main record holder for working paper files. The word client can also represent a supplier, project, department, internal record or any business area you want to manage.

Before creating a working paper file, add the client or record holder that the file belongs to.

How to add a client

1. Open New Client from the left menu or dashboard.
2. Enter the required client details.
3. Save the client.
4. The client will then be available when creating a new working paper file.

Good naming practice

Use a clear and recognisable name. Examples:

• Demo Company Ltd
• Supplier Compliance Records
• Project ABC
• Internal HR File
• Property Management Records

Why clients matter

Working paper files are linked to clients so that files, cabinets, reviewers, documents and review activity remain organised.

Troubleshooting

If the client does not appear when creating a working paper file:

• Refresh the page.
• Check that the client was saved successfully.
• Check whether the client is active.
• Confirm that your user has access to that business or client.