Document History

We know that writing documents takes time. With Everbility you can continue your documents from exactly where you left off.

Client documents

To access documents for a particular client, go to Dashboard, then Clients, click on the Client Data for the client you want to see documents for, then click the Documents tab below the client's name. You will see a list of all documents for that client that were previously saved.

You can click on Continue Writing to resume working on a document.

Generic documents

Any documents that are not associated with any client can be found under Document History on the Dashboard page.