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guide · 28 Oct 2026

How to add a client contact

Save client details, tax information and billing addresses before creating documents.

Watch the Hindi tutorial

Step-by-step workspace guide
Watch the Hindi video above for a step-by-step demonstration. The workspace examples use fictional demo data. Save client details, tax information and billing addresses before creating documents. Need help? Open Support in your FSW workspace with your question. Never share passwords or OTPs.
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