1. Click on the "customers" tab, then choose the desired customer;

  2. Click on the "Files" tab;

Add a file to your library

  1. Click on the desired folder, then choose the file to add to your library;

  2. Click on the "Actions" button;

  3. Choose the option "Add to library.

The file will then be available to be shared among your other clients.

N.B.: Only files that you have imported can be added to the library.

Add a file from the library

  1. From the file tab, click on the "+" located at the bottom right of your screen;

  2. Click on "Add from library".

Further information

  • To find out how the customer can share files with you, click here.

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