Managing clients and entities

You can manage clients from the Clients page which you access by Clicking the "Select a product" dropdown in the top left of our Navigation Bar, and then clicking "Clients" link under the More section

You can also create new client's from the "+" shortcut in the top right anywhere in the app

Client list page

You can view and manage all clients from the client list page. To access the page click the Clients link in the navigation sidebar. To view a client, search for it and then click the name of the client. If the client doesn't show up, you can create a new one by clicking the New client button in the top right of the page.

Client page

On the client page, you can:

• View and manage the client's associated entities by clicking on the name of an entity

• Edit the name of the client by clicking the Edit button

• Create a entity associated with the client by clicking the New entity button

• View associated Papers projects by clicking the View projects button

Entity page

On the entity page you can:

• View associated projects for a given project type and year

• Edit the name of the entity by clicking the Edit button

• Add entity related documents that any user will be able to access from projects that are tied to this entity

• Change the default entity type In the Settings section. This will pre-assign the entity type on all new projects tied to this entity to save prep time.

New Papers project form

To create clients and entities when creating a Papers project, please readCreate a new project.