Viewing Customer Documents

To view Customer Documents such as contracts or Driving License, follow these steps :

  1. Login to the back office, navigate to the customer Module and choose a customer.

  1. Click the Take Action Button against the customer name, click 'View' from the dropdown.

  1. This action opens the Customer Details Page. Scroll down to the Activity section to find customer documents.

  1. Click on the eye icon against the documents to view them.


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