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hello everyone this is hannah from tax dome today ill teach you how to request approval for documents to make sure your clients are satisfied or to find out whether they need anything else you can request approval for the documents youve worked on for example you want to know whether you filled in everything correctly or missed something if a client is not entirely satisfied they will be prompted to tell you why this way you immediately know what to address when you want to get a clients approval for a service you can do it when youre uploading the file click the plus new button from the left sidebar select document from the slide out menu browse your computer to select the files you want to upload you can also select several files from one folder by using control or shift on your keyboard just like this click open find the name of the client account you wish to upload the files to and you can now upload the document to any folder with clients can only view privacy settings let us
