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How to Download Client Documents

SmartWiz CRM downloading documents that clients upload

Paula Guevara avatar
Written by Paula Guevara
Updated over 3 months ago

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.

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