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
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