Add your first client

Save a client record so you can send documents and open their Client Hub.

1
Open Clients
In Clemion, go to Clients.
2
Create the client
Choose Add client and enter their name. Add an email address if they should receive documents.
3
Add optional details
You can include a company name, phone number and address. These details can appear on documents you send.
4
Save the record
Save the client. You can now create a project or a document for them.

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