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How to upload and manage documents for a client

The Documents section lets agencies store all client-related files in one place — including contracts, SLAs, and compliance records.

To upload documents:

  1. Open the client profile and navigate to the Documents tab.
  2. Click “Upload Document.”
  3. Choose a file from your device (PDF, DOCX, etc.).
  4. Add a document title and optional description or tag.
  5. Click Save.

All uploaded documents will be stored under the client's profile for easy retrieval.