Settings

Notification 6

  • Notification Title This is some text of notification
    Fri, 23
  • Notification Title This is some text of notification
    Fri, 23

Defaults

Document Settings

By default all documents that are uploaded are not shared with your clients. By marking this you are changing the sharing permission with clients to always share documents with clients as the default. You can change individual documents in the CRM Documents section on each client.

Enable Document Auto Sharing
This is a sample text and can be modified as per requirement.