How can I see my client's documents?

In order to see your client’s documents, your client’s team must be in your workspace and you must be a collaborator on their team. To confirm whether your client’s team is in your workspace, click Teams in the sub-navigation bar for the workspace manager and view the list of teams in your workspace.

If your client’s team is not in your workspace, see How can I add a client’s team on Clerky to my workspace? for step-by-step instructions. Once your client’s team is in your workspace, see How can I add myself to a client’s team? for information about how to add yourself to their team.

How to see your client’s document sets on your dashboard

Click Dashboard to see the document sets you have access to.

To view document sets for a specific team, click Sort and Filter and choose the team from the Party dropdown menu. You’ll then see only the document sets for that team.   

How to see documents in your client’s file repository

You can see individual documents in your client’s file repository. To go to the file repository for your client, click Teams in the main navigation bar and select the team. Then click Files in the sub-navigation bar.