The Client Library caters for private, corporate and trust clients and can be accessed from the main dashboard by clicking on the Client Library icon.


Within the Client Library, you can manage the information regarding a client that is automatically inserted in the Introduction section of your reports under the subheading "Your Circumstances". 

 

The client details fields e.g name, date of birth are summarised in a table and rendered out in the tag {Intro_ClientTable}, with the Further Client Info field rendered out via the {Intro_FurtherClientInfo} tag underneath. 


Your reports are also automatically saved against the client(s) and can be accessed at any time by clicking the write / view report icon on your dashboard. To view the reports attached to a client click the view reports link - you will be directed to the client's report library, where you can edit or delete a specific report.