This article will guide you through locating and using the Client Files tool.
The Client Files tool will display a list of all uploaded files for customers. Navigate to Tools > Customers > Client Files. The list will display the File Name, Uploaded For (customer name), Date, and Size.
Clicking on the file name will open up the pdf copy of the file. Clicking on the red x will delete the file. Clicking on the small arrow before each of the column titles will sort each column.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Tools: can access tools
- Tools: can access customers tools