Documents
List of client’s documents. These may include scanned contracts from previous system etc. These documents are displayed on client portal.
+ Add document
| Document | You can add documents of any size and format. |
| Description | Description of document |
| Show in CP | Selected |
| Private document | Selected If set to yes, document is only visible by an admin who uploaded it, master admin, and a client (optional, must be allowed for display in client portal). |
You can work with documents directly from the list:
| Show in CP |
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Document is marked as private. |
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Edit document (an old one gets overwritten by uploading a new one). |
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Delete document (deleted file cannot be restored). |
Enabled
Disabled