Client view page – Documents tab

Client view page – Documents tab: http://cloud.protemos.com/client/view?id=ХХХХ&tab=files (replace XXXX with a valid number)

On this tab, you can upload and delete the files related with the client.

To delete the file from your database, press “Delete” in the corresponding row.

To start uploading the new file, press “New file”.

Other tabs on the page

General info — view and edit company info and payment conditions

Primary user — the first contact person of the client

Contact persons — the list of client’s contact persons (available if the client is Company, not Individual)

Prices — the list of prices for the customer