Interactions with clients in the PARTNERsafe platform.

How to create a new client? #

• In the PARTNERsafe platform left menu click “Client list”.
• Select section “Current clients”.
• Click “Create client”.
• In the popup enter the type of person, first and last name, identifier or registration number, reference number.
• Click “Create”.

How to import a client list? #

• In the PARTNERsafe platform left menu click “Client list”.
• Select section “Current clients”.
• Click “Import client list”.
• Important!: Please make sure that the client list import file is in xlsx, xls or csv format, contains all required columns and conforms to the sample structure. To do so click “Download sample xlsx” in the popup.
• In the popup click “Choose file” and select a file from the computer. You can also check the imported client list in the business register.
• Click “Upload”.

How to copy, export or print the client list? #

• In the PARTNERsafe platform left menu click “Client list”.
• Select section “Current clients”.
• Click one of the buttons: “Copy”, “Export to CSV”, “Export to Excel”, “Save as PDF” or “Print”.