Files tab

Files linked to the selected client, such as confidentiality statements, contracts or other records.

In this overview you see the files that have already been placed for the customer at an earlier stage. For example files that have been placed on an order (e.g. contracts, confidentiality statements, certificates or inspection documents). The files can only be opened or deleted to clean up.

Fields

File Name
The name of the file, original file name for uploading.

File type
The type of file, for example .PDF or .DOCX.

Order number
To which order the file was placed.

Customer number
The already selected customer for which the files are displayed.