How to upload files related to clients on the Back Office Dashboard?

The GuardsPro makes it convenient to store client data directly on the Back Office Dashboard, ensuring that important information is always accessible when needed. By uploading files to client profiles, admins can keep records organized and streamline communication.

This feature allows quick access to contracts, compliance documents, or other essential files, helping teams maintain accountability and efficiency.

✅ This guide will walk you through the steps to upload files related to client on the Back Office Dashboard:

🧭 Step 1: Navigate to Clients

• Click on the Clients tab from the main menu.
• Select Client from the dropdown.
• Select the client for which you want to upload the files.

📂 Step 2: Upload New Files

• Go to the Files tab.

• Click on Upload New Files.

• 

• You have two options available:

  • Drag and drop the file(s) directly into the upload box.

  • Or, select the file(s) from your internal storage.

• Finally, click Upload to complete the process.

🛠 Step 3: Manage Uploaded Files

• Click on the three‑dot menu next to the file.

• You will see three main options: Edit, Download, and Delete.

• Additionally, you can use the Action option in the top-left corner to delete multiple files at once by selecting the required files.

🎯 That’s it! Uploading files related to clients in GuardsPro is simple and efficient. By keeping all client documents in one place, admins can ensure quick access, better organization, and improved accountability.

For any further questions, please feel free to contact our support team anytime.