Uploading Documents to a Client Profile

You can upload any documents (guarantee letters, contracts, price lists, etc.) to a clients profile in order to store them at one directory and not to upload every time you need them.

To upload a new document,

1. On the profile of the required client go to the Documents tab.

2. Click Upload. The Document window appears:

Open

2. Select the document type and specify the validity period of the document.

Open

3. To upload a document from your computer, in the Upload file group, click Add, browse to the file you want to upload and click Upload.
4. To upload a document from an external web-link, in the Upload via link group, enter the required URL-address and click Upload.
5. Specify the name of the document.
6. Click Save.