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)

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

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

To start uploading the new file, press "Add files".

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.