This guide explains how, as an administrator, to upload or replace the required documents for a specific client directly from the management panel.
Procedure
1. Log in to the administration panel and navigate to the client management section.
2. Select the client for whom you want to upload or replace documents.
3. Within the client's management tab, click on the Client Documents tab.
4. Scroll through the list of configured documents. Each document is contained in a separate box (for example: "Identity Document", "Signed Contract", etc.).
5. For the document you intend to upload or replace, locate the section under the label Manage Document.
6. Click on the text field or icon associated with the Manage Document field to open the media selector.
7. In the media selector, upload or choose the desired file (for example, a PDF or an image). Once selected, the file path will appear in the Manage Document field.
8. If the document requires entering additional data (for example, if fields like "Expiration Date" or "Reference Number" are present), fill in the appropriate text fields that appear below the document.
9. Once you have completed uploading the file and entering data, scroll to the bottom of the client's management page and click on the main save button (usually Save Changes or Save).
The system will confirm that the document has been uploaded and update the document status from "Missing Document" to "Document uploaded on [date]".
