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Navigating to your Client List (Cloud)
What it is: The way to return to the main list of all client engagements in your practice from anywhere inside a client file.
What it's for
When you are working inside a client file, you need a quick way to get back to the main Client List to open a different client or access practice-level settings. There are two navigation shortcuts available.
How to do it
Returning to your Client List from inside a file
- While inside a Client File, select the Draftworx Logo in the top left of the screen.
- You will be redirected to your main Clients List.
Alternatively, select Back to Clients (shown next to your Practice Details) — this also returns you to the Clients List.
Related concepts
Source
https://draftworx.helpjuice.com/en_US/cloud/draftworx-cloud-navigating-to-your-client-list
Walkthroughs: