DripJobs Help Center

Where Can My Customers See the Documents Uploaded in the Customer Portal?

In this article, you will learn how your customers can see the documents uploaded in the customer portal.

Written by David Arteaga

Updated over a week ago

1. Click on "Proposals"

You'll find this option right down where "Management" starts

Click on "Proposals"

2. Select "Proposals"

Select "Proposals"

3. Select the Proposal You Want to Check

Select the Proposal You Want to Check

4. Click on "Customer View"

Click on "Customer View"

5. Select the Company Document You Want to Check

You'll see this "Company Documents" tittle on the left side of the screen which is the Customer Portal

Select the Company Document You Want to Check

This can also be seen from the Invoice View

If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.