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How To Add Document To Client

STEP 1: After logging into your Business managers account. First thing that appears is the dashboard, the dashboard has a left side nav-bar.

STEP 2: Next is to click on client, it will then direct you to the client dashboard.

STEP 3: Click on the action button of any client.

STEP 4:  A dropdown option will appear, click on the view button.

STEP 5: You will be directed to the selected client profile information dashboard.

STEP 6: Click on document at the top bar next, it will then direct you to the document page titled document with option to add file.

STEP 7: Click on add file
STEP 8: Next is to update the file name and upload document.
NB: File must be in txt, pdf, doc, xls, xlsx, doc, rtf, png, jpg, jpeg and svg only.

STEP 9: Click on the submit button.

Updated on June 20, 2023

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