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Version 6 Published 18 May 2020 Bp Allied Support is available Monday to Friday, 9am to 5pm AEST

Email: alliedsupport@bpsoftware.net Click Remote Support from within Bp Allied for assistance

Phone: For support in Australia, call 1300 401 111 and select option 3 for Bp Allied. Next, select option 1 for Support or Option 3 for Training. For support in New Zealand call 0800 401 111 and select option 3 for Bp Allied. Next, select option 1 for Support or Option 3 for Training

Add Multiple Documents to Client Record

This form also allows you to add more than one document to a client record using drag and drop.

In the Document / Phone calls tab

Drag and Drop multiple documents onto the Documents section in Client Details

The Add files to Client dialog box will display

Click Ok to attach the documents

By default, the logged in user is added as the Document Owner

This can be amended by using the drop down in the grid to change the owner.