Files

Description

All roles have access to Files.

The Files page allows you to access, update, and upload files associated with a specific customer.

The Files page can be accessed by selecting the Files button on the inner navigation bar of a chosen client.

Features

Upload Files

Select the Upload File button in the upper right-hand corner of the files display area for an upload prompt.

From there you can:

• Select "Choose File" and navigate to the appropriate file from your system, or
• Drag your file into the upload prompt box

After you have selected the file:

• Update the name of the file
• Choose the type of file
• Choose a subtype of file
  • General Document
  • Customer Application
  • Business License
  • Voided Check
  • Payment Authorization
• Add a description

Preview

On the right side of every file entry is a dropdown entry. Select the dropdown menu and scroll down to "Preview" to view that individual file.

Download File

On the right side of every file entry is a dropdown entry. Select the dropdown menu and scroll down to "Download" to download that individual file.

Edit File

On the right side of every file entry is a dropdown entry. Select the dropdown menu and scroll down to "Edit" to edit the file's metadata.

From there, a prompt will appear where you can update the file's:

• Title
• Type
• Subtype
• Description

Delete File

On the right side of every file entry is a dropdown entry. Select the dropdown menu and scroll down to "Delete" to delete that individual file.

Link to Main Page

Main Page -- Clients