- Click on the "customers" tab, then choose the desired customer;
- Click on the "Files" tab;
Add a file to your library
- Click on the desired folder, then choose the file to add to your library;
- Click on the "Actions" button;
- 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
- From the file tab, click on the "+" located at the bottom right of your screen;
- Click on "Add from library".
- To learn more about online storage, click here.
- To find out how the customer can share files with you, click here.