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Client file management

This section covers the basics of managing client files in Silverfin. Learn how to add, edit, and organize client files efficiently.

How do I archive or delete a workflow in a file?

How can I integrate a client's file in Silverfin if the customer does the accounting himself?

How can you follow a client file?

How to change the language of a file?

How do I take over a file from the previous accountant?

How can I add a new file?