Difference between revisions of "Client view page – Documents tab"

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[[File:R1.png|border|1000px]]
 
[[File:R1.png|border|1000px]]
  
*To delete a file or link to an external file from your database, press '''"Delete"''' in the corresponding row.  
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*To delete a file or link to an external file from your database, click '''"Delete"''' in the corresponding row.  
  
*To start uploading a new file or add links to files, press '''"Upload"''' or '''"Add URLs"''' correspondingly.  
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*To start uploading a new file or add links to files, click '''"Upload"''' or '''"Add URLs"''' correspondingly.  
  
 
=='''Other tabs on the page'''==
 
=='''Other tabs on the page'''==

Revision as of 16:46, 12 September 2022

On this tab you can upload and delete files and links to files related to the client:

R1.png

  • To delete a file or link to an external file from your database, click "Delete" in the corresponding row.
  • To start uploading a new file or add links to files, click "Upload" or "Add URLs" correspondingly.

Other tabs on the page

  • General info — view and edit company info and payment conditions.
  • Contact persons — the list of client’s contact persons (available if the client is a Company, not Individual).
  • Prices — the list of prices for the customer.
  • Taxes — on this tab you can create a custom taxes set for this client. Here you may also define which taxes set should be applied (whether custom or default one) for this particular client.
  • Project chart — here you can see the chart and list of all active projects for the client.