Client Documents

This guide provides detailed steps on attaching documents within Client profile in your Whautomate account.

How to add Client Documents

Step 1: Please Go to Notes menu

Step 2: Select the Add new button and Click the Documents button

Step 3: Upload the file you want in the format mentioned below

Step 4: Please make sure that you have selected the correct files and press the Save button

How to add Charts

Step 1: Please Go to Notes menu

Step 2: Select the Add new button and Click the Chart button

Step 3: If you want to custom Chart Instantly you can Select the Use without any button

Step 4:Using these buttons you can edit your Charts

Step 5: After Editing your chart Press the Save button

How to Create chart template

Step 1: please Go to Notes and select the Chart button

Step 2: press the go to settings button

Step 3: Press the Chart template button

Step 4: Please select the File you want to add and Press the Save button