Skip to main content
All CollectionsSmartWiz CRM
How to Download Client Documents
How to Download Client Documents

SmartWiz CRM downloading documents that clients upload

Paula Guevara avatar
Written by Paula Guevara
Updated today

Step 1: Go to the CRM

Step 2: Click on a client and go to "Documents"

3. Open a Client Document and click "Download" by clicking on the download Icon as seen here:

4. It should save to your documents!

5. Repeat as needed.

Did this answer your question?