To introduce client information on the platform:

Log on to your Docuten account, go to “Administrator” in the side menu and select “Clients.” From there you can modify saved information or add new details. 

To edit the information, click on the tax ID or the edit icon (the pencil) to access their data. Make your modifications and click “Save”.

To add clients select the “Add” tab in the upper right corner. Fill in the information requested and click “Save.” The client will be saved to the platform.

Feel free to contact us if you have further questions.