Where possible, Drivible tries to attach your documents to a client or company through AI. Sometimes, you will want to create a client from scratch where you can manually upload documents to them.
Create a Client
Step 1. Clients or Company
Step 2. Create +
Then enter all available information, where the mobile and email is used as the clients unique identifiers to prevent duplication.
Step 3. [Save]
The Client is now ready to add actions or documents. Once a client is saved, simply scroll down to the Actions or Documents section and then Create + a new one.
