- From anywhere in the Collaborati application, select the Clients tab. The Clients screen opens listing all Collaborati clients linked to your firm.
- Click on the Client's name. The Client Profile screen opens, displaying the client's contact information for your reference. Contact the Billing Contact (bottom left) for general questions.
- On the right side of the page, the Documents area displays links to billing guideline documents shared by your Client. For each document, the following information displays:
- File size
- Date last updated
Shared documents are transferred to Collaborati at synchronization time. If a client removes a billing guideline document from CSM, the document will also be removed from Collaborati.
Note: Collaborati Office Administrators will receive an email notification on the midnight of the day when new or updated documents are uploaded.
Note: If you don't see expected documents in this area or if you have a problem opening a document after downloading it, please check with the Billing Contact listed for your client.