Toggle Between Hubdoc Accounts

So you've added a client's Hubdoc account, but you can't find your client's documents. You will have to toggle into their account before you can start viewing their uploaded documents.

To toggle into a client's account:

1. Ensure you have been added as a user on their Hubdoc account.

2. Click on the three bars (also known as the hamburger icon).

3. Select the client's Hubdoc account or click 'My Hubdoc' to toggle into the Organizations Page.


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