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Knowledge Base |
Tools: Client Files
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This article will guide you through viewing all uploaded client files. The Client Files report will display a list of all uploaded files for customers.
Requirements - A Master Admin login or a staff type with the following permissions:
Navigate to Reports > Misc Reports > Client Files. The report will display the File Name, Uploaded For (customer name), Date, and Size. Clicking on the file name will open up the pdf copy of the file. Clicking on the red x will delete the file. Clicking on the small arrow before each of the column titles will sort each column.
Requirements - A Master Admin login or a staff type with the following permissions:
- Tools: can access tools
- Tools: can access customers tools
Viewing The Client Files report
Navigate to Reports > Misc Reports > Client Files. The report will display the File Name, Uploaded For (customer name), Date, and Size. Clicking on the file name will open up the pdf copy of the file. Clicking on the red x will delete the file. Clicking on the small arrow before each of the column titles will sort each column.
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