Clients and participants

A contact is a person your space works with: a client, their accountant, a notary. A contact has a name and at least an email or a phone number, and belongs to the space where you create it. You add one with New contact, or you import your contacts from other software.

A participant is a person on a request. A request can bring several together: each one gets their own link and only sees what is assigned to them.

Each contact has their folder, in the Clients folder of the Documents page, created with the contact and named after them. The documents a request receives are filed there. With several participants, everything goes into the folder of the person marked File.

• Involve a client’s accountant or another third party
• Import your contacts from other software
• Create a contact
• Organise your contacts

Looking for a short answer? See the frequently asked questions.