CLIENT SECTION

Child Categories

1. CLIENT DASHBOARD (1)
   • View an Engagement
2. CLIENT INDIVIDUAL PROJECT DASHBOARD (1)
   • Managing a Client Note
3. CLIENT DATA INQUIRIES (10)
   • View Questions related to Engagement
   • Adding Answers
   • Adding an answer to the question.
4. CLIENT SHARED DOCUMENTATION (2)
   • How to Share Documents with Clients?
   • How to download shared documents?
5. CLIENT QUESTIONNAIRE (1)
   • View all the Questionnaire added