Document Storage

Way We Do does offer unlimited document storage within the system. Templates and documents can be uploaded and attached directly to the relevant procedures. Most common file types are accepted, including Word, Excel, Power Point and PDF, along with most video, audio, and photo formats.

We do recommend that you only upload templates and documents that are directly applicable to your procedures in Way We Do. All working files (files containing sensitive information or client data) should be stored in your file storage solution.

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