View or download the uploaded document of a client (Client Management)

Content:

This guide explains how to access and download documents that a customer has uploaded within their profile.

Procedure

1. Access the customer management section (usually called "Customers" or "Customer Management").

2. Search for and select the customer whose documents you want to view.

3. Within the customer's profile, click on the Documents tab.

4. The screen will display a list of all configured documents. Locate the desired document (identified by its name, e.g., "Document Name").

5. If the document has been uploaded by the customer, you will see a confirmation message: "Documento caricato in data [date and time]".

6. Click the Vedi documento button to open the file in a new browser tab.

7. From there, you can view the document or use your browser's functions to download it to your device.

> Note: If the document has not been uploaded, you will see the message "Documento mancante".