To update documents for a client, access the My Customers tab > in the list that will be displayed, click on the name of the desired client;
Click on Edit Register and on the next page, click on the Documents tab;
You can use the Advanced Filter to help manage your customer's documentation, and these filters do not include public documentation. Private documents only.
Click on the title to open the desired documentation area;
Pay attention to the File Status column, where you can check whether the document has already been sent for customer validation (“Published” status). In this state it will not be possible to change the current document.
In the Action column, each icon represents a process in the following order: upload, download, delete and comment.
To attach a document, click the Upload icon to insert the file;
After publication, confirmation will be displayed, finally Send to your customers evaluation: