PreciseFP

Use workflow attachments to create new copies of files for your clients.

Using workflows to create new copies of files/templates for clients

Upload and store files as attachments in the client card in Hubly.

Storing Client Files In The Client Card

Shareable, hassle-free upload links that let clients upload files directly to their client card in Hubly.

Receiving Files From Your Clients Using The Upload Portal

Managing client files in Hubly

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