Get to know the Client Files section:
Your 'Client Files' can be easily accessed in DealTap by clicking the aptly-named 'Client Files' option in the left side menu. To access any client's documents, just click on that client's file folder from the 'Client Files' page.
Pretty straightforward, right?
Creating a Client File:
There are a few ways of creating a new Client File:
1. Click 'Client Files' in the left side menu, and then 'New Client'.
2. On the 'Dashboard', click any one of the three main blocks: 'Create a Form', 'Upload a PDF' or 'Use a Document Package'.
3. When viewing the contents of a Document Package, click 'Use now' in the upper right.
For now, let's click 'Use a Document Package' from the Dashboard. This will give you the ability to pick from your Document Packages to help in putting your client's forms together. In addition to selecting one/several Document Package(s) for your Client File, you can include other individual forms, or even upload a PDF from your desktop.
Let's say that we've got three buyers, so I'll need a couple of extra FINTRAC forms in addition to the contents of my 'Buyer - Freehold' package:
Now that I've created this Client File, I can open it up any time from the main 'Client Files' page (1), add more documents (2), create folders WITHIN this folder (3), and rename, copy, move (rearrange), delete, export, sign or send any individual form (4):