Customer dashboard "Documents" overview

Here is an overview of the tab "Documents" of the customer dashboard.

1. Click on a customer

Click on a customer in the center dashboard.

Alternatively, you can search for a customer or go to the customer list and select one there.

2. Click on "General"

Click the "General" button to view the customer's information page.

3. Select the "Documents" tab

Make sure the tab, labeled "Documents" , is selected.

4. Adding a new document

By clicking the ➕ button, you can add a document.

5. Document list

Here you can see all the documents from this customer.

For each document you can see:

• the name you gave to the document

• the type of the document (passport,certification,medical statement,...)

• Valid until: until when the document is valed (if applicable for the type)

• Note: additional note that you added to the document

• A button to view the document

• A button to delete the document

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