How to upload files related to clients on the dashboard?

GuardsPro makes it convenient for you to store client data on the dashboard itself. You can directly upload files on the client profiles so that it is easier to reach out to important data whenever needed.

Uploading client files to GuardsPro Back Office Dashboard is easy.

Click on the Clients tab on the main menu and select Clients from the drop-down. Click on the client name to view details or click on the three dots to select View Details.

Click on the Files tab and then on Upload New Files. Now you can select any file from your system to be uploaded to the client profile. Once the file is uploaded, click on the file to add in the description if needed.

You can download the file to your system any time in the future, edit the description, or delete it. Just click on the action button and select the appropriate option.

If you have any more questions, please feel free to contact our support team anytime.