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New Client Help

The new client page allows you to add new clients to your Document Services site.

Add new clients: Enter the client's details into the fields provided. The minimum details required are the Name and Email Address fields. The primary contact for the client will be the currently logged in user, however you can change this by selecting another user from the drop-down list. Click 'Save' once the details have been entered. This will add the user to the application.