Locate the client's documents

This topic applies to OnPoint Collaborate.

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Once you complete the PBC Request, the documents provided by the client are automatically stored in the designated predefined folders in the Documents page.

Dcuments provided by clients are automatically saved in the predefiend locations in the Documents page.

You can also upload the client's documents to the Files section in your firm site so they're shared and accessible by all staff using the OnPoint Suite.

Upload the documents to the Files section so they're available to all staff using the OnPoint Suite.