Managing Entities and Projects

Need a better way to organize your financial documents? This video walks you through how to use Entities and Projects in DocuClipper to keep your bank statements, invoices, and exports neatly grouped by client, case, or company.

You'll learn how to:
Set up entities to represent clients or organizations
Create and manage projects for specific workflows
Navigate between different data sets with ease
Maintain clear audit trails and reporting structures

Perfect for accountants, forensic analysts, and teams juggling multiple clients or financial cases.

Видео Managing Entities and Projects канала DocuClipper