The documents section allows you to upload all the information and share it with your clients in real-time by using shared documents or upload information to share with your colleagues using the internal documents section.
With this tool, you can create folders that contain videos, pdfs, excel files, images, etc.
Check this step-by-step on how to use the documents section to use it successfully:
Search client account
Type (name, last name) on the search bar
Access to the documents section on the left side of the page
* There, you will find two sections shared and internal documents
Drag and drop the files to share them.
*Below, you will see the name and the upload date
* Here, you will be able to choose the name for the new folder
Verify if the folder has been successfully created
The clients will find the same section with the shared folders on the client side.