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Master Doc

Master Doc (Over all companies & Clients)

The

overall companies⁠

doc is our master sheet, any change made for a client is related back to the Overall doc. Your pages are linked to the master doc, any changes made on your end will automatically update to the master doc. This doc is also our central hub for automations

When adding a company to the master doc, please fill out all of the information that you are aware of. See the page “

Creating your Client Account⁠

” for more information and tips

⁠

Want to print your doc?
This is not the way.

Try clicking the ··· in the right corner or using a keyboard shortcut (

CtrlP

) instead.