Why do it:
This procedure allows you to upload or update a client's documents directly from the administrative management panel.
Procedure:
1. Access the client management section and select the client for whom you want to upload documents.
2. Within the client's tab, click on the Documents tab.
3. Scroll through the list and locate the box corresponding to the document you need to upload (the box title is the name of the document, e.g., "Identity Card").
4. Inside the box, look for the label Manage Document.
5. Use the selection field under the Manage Document label to upload a new file from your computer or select an existing file from the media library.
6. If the document requires entering additional data (such as a protocol number or an expiration date), fill in the text fields that appear under the label of the requested data. The field will have as placeholder Enter [Field Name].
7. Once uploading and data entry are complete, click on the general save button of the client management panel (usually named Save Changes) to apply the changes.
