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Client documents

Client, Client Profile, Documents

Updated over 10 months ago

On the client profile page, you can upload view, and edit documents.

To upload, view, or edit a document:

1. Scroll down and click on “Documents”.

2. Click on Choose to select a document from your computer.

3. Now click on Upload to submit the document.

You can see the newly uploaded document in the list.

To edit or delete the document, click on the Actions button and select the action to perform.

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