Client document management in the PARTNERsafe platform.

How to upload a client document? #

• In the PARTNERsafe platform left menu click “Client list”.
• Select section “Current clients”.
• Click the “edit” icon in the client table column “Actions” on the necessary client row.
• Select section “Documents”.
• Click “Upload document”.
• In the popup enter the document title, description, expiration date and visibility to the client.
• Click “Choose file” and attach a file from the computer.
• Click “Create”.

How to download a client document? #

• In the PARTNERsafe platform left menu click “Client list”.
• Select section “Current clients”.
• Click the “edit” icon in the client table column “Actions” on the necessary client row.
• Select section “Documents”.
• Click the “download” icon in the document table column “Actions” on the necessary document row to download it.

How to edit a client document? #

• In the PARTNERsafe platform left menu click “Client list”.
• Select section “Current clients”.
• Click the “edit” icon in the client table column “Actions” on the necessary client row.
• Select section “Documents”.
• Click the “edit” icon in the document table column “Actions” on the necessary document row.
• In the popup enter new document information: title, description, expiration date and visibility to client.
• Click “Update document”.

How to delete a client document? #

• In the PARTNERsafe platform left menu click “Client list”.
• Select section “Current clients”.
• Click the “edit” icon in the client table column “Actions” on the necessary client row.
• Select section “Documents”.
• Click the “delete” icon in the document table column “Actions” on the necessary document row.
• In the popup click “Delete document”.