Tutorial

How to know which report is the final version that was sent to the client

  • 28 April 2022
  • 0 replies
  • 6 views

Userlevel 5
Badge +3

Navigating through folder upon folder and “….Final_Version”, “…..I_Promise_This_Is_Final”, “....For_Real_This_Is_Final” labels appended to excel files to know what was the last version that was sent to a client. Not only is this a waste of time, it should not be necessary in the world today. 

 

With Digits Reports, this problem is never something you will have to think about again. With our client reports repository and date stamps you can easily identify what you sent to a client and when. Which you can find in the blink of an eye. 

 


1. Open Digits and instantly see my documents repository for each client over time with time stamps
2. I can see the dates quickly and easily of which report was the last one to send per month and my accountant has cleaned up my access to only be the "final" report.


0 replies

Be the first to reply!

Reply