Documents

To view, edit or download all the documents that have been uploaded to the CRM (either from the member area or the admin area), or to upload a new document to a customer’s profile, click on the Documents section on the main sidebar.

Permissions to be granted to a CRM user:

Permission:	Access:	Additional Permissions needed:
Create Documents	Allows a user to add a new document to a customer	Customers: View Customers / View All Customers View Customer verification steps Documents: View Documents / View All Documents
View Documents	Allows a user to see the documents of the customers	Customers: View Customers / View All Customers Documents: View Documents / View All Documents
View All Documents	Allows a user to see the all the documents	Customers: View Customers / View All Customers Documents: View Documents / View All Documents
Preview Documents	Allows a user to preview the documents	Customers: View Customers / View All Customers Documents: View Documents / View All Documents Download Documents
Update Documents	Allows a user to apply changes on the document details	Customers: View Customers / View All Customers Documents: View Documents / View All Documents
Download Documents	Allows a user to download documents	Customers: View Customers / View All Customers Documents: View Documents / View All Documents

How to

Upload a new Document

There are two ways to upload a new Document:

1. 1st way:

   1. Click the Documents button

   2. Click + New

   3. Fill in the required information

      1. Customer

      2. Type > Verification Document / Other

      3. Language > the language of the document

      4. Expires at > Date

      5. File > upload the file

      6. Description > a short description about the product

      7. Archived > if the product is archived or not

      8. Private > if the product is private or not (*Note: Private documents are not visible to customers)

   4. Click Add

2. 2nd way:

   1. Click the Customers button

   2. Select the customer’s profile you wish to upload the new Document to (click the View - green eye icon - or click on the customer’s name)

   3. Click the Documents tab

   4. Click Create new document

   5. Fill in the required information

      1. Customer

      2. Type > Verification Document / Other

      3. Language > the language of the document

      4. Expires at > Date

      5. File > upload the file

      6. Description > a short description about the product

      7. Archived > if the product is archived or not

      8. Private > if the product is private or not (*Note: Private documents are not visible to customers)

   6. Click Add

View an existing Document

You can view the following information:

At this point, you are able to edit / download / archive the document. You can also navigate to the Customer’s profile

There are two ways to view an existing Document:

1. 1st way:

   1. Click the Documents button

   2. Click the View (green eye) button on the Document you wish to view

2. 2nd way:

   1. Click the Customers button

   2. Select the customer’s profile you wish to upload the new Document to (click the View - green eye icon - or click on the customer’s name)

   3. Click the Documents tab

   4. Click the View (green eye) button on the Document you wish to view

Edit an existing Document

To update the status of a Document, change its expiration date or description, archive it or set it as private, follow the steps below:

1. 1st way:

   1. Click the Documents button

   2. Click Edit (blue pencil shaped button) on the Document you wish to amend

   3. Make the required changes

   4. Click Save

2. 2nd way:

   1. Click the Customers button

   2. Select the customer’s profile (click on the View - green eye icon - or click on the customer’s name)

   3. Click the Documents tab

   4. Click Edit (blue pencil shaped button) on the Document you wish to amend

   5. Make the required changes

   6. Click Save

Download an existing Document

1. 1st way:

   1. Click the Documents button

   2. Click the Download (arrow) button on the Document you wish to download

2. 2nd way:

   1. Click the Customers button

   2. Select the customer’s profile you wish to download the new Document from (click the View - green eye icon - or click on the customer’s name)

   3. Click the Documents tab

   4. Click the Download (arrow) button on the Document you wish to download

Filter Documents

1. Click the Documents button

2. Click the Filter icon. You can filter the products by:

   1. Customer

   2. File Name

   3. Expiry Date > date range

   4. Date Created > date range

   5. Status > Pending Approval / In Review / Approved / Expired / Private / Archived

   6. Language