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A client's documents

LiveFor: All staff

From client, shared with client, and folders.

A client's Documents tab with From Client, Shared With Client, Recent Activity, BMS Documents All Documents, Archive, Connected Folder, and an Upload Documents button.
A client's Documents tab.
  • From Client: what the client uploaded in the portal.
  • Shared With Client: what you have shared with them.
  • Recent Activity: the latest changes.
  • All Documents: every file in BMS for the client; Upload Documents adds more.
  • Archive: files put away.
  • Connected Folder: the client’s folder in Google Drive, OneDrive or Dropbox, once connected.

Tick files to share, download or archive them.

  • Tour of a client record (being written)Live
  • Documents on a job (being written)Live
  • Share documents with a client (being written)Live

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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