How do I access documents shared by the client?

Each client scenario has a Document Vault where you’ll find the information they’ve sent you: spreadsheets, invoices, notes, or even emails. To access these:

1. Open your scenario.

2. Click the Document Vault tab.

3. Select the file you need to open or download.

Access the Document Vault from the right hand pane of the scenario page.

We recommend working through the documents in the order the client sent them, but just like in real life, sometimes you’ll need to request a document by chatting to your client and go back to the Document Vault once they've uploaded it.