From keeping track of versioning, to having different repositories of files for each client, it is not easy to generate, send and keep track of everything you send to your client. It takes time to keep things organized and make sure you are sending the right things to your clients.
With Digits Reports these stress points are solved while also giving you organizational time back to focus on areas you and your business want to grow.
In Digits:
1. Find your client in the client portal
2. Run the reports that matter to your client
3. Upload any relevant outside of Digits reports
4. Click "Share Report" in the top right, type in your client's email
5. Customize your email message to them
6. Give them viewer or commenter access
7. Hit send