Adding a File to Client's Authorization

1. Access the Client Section

• Go to the > Client section in the left panel.

2. Select the Client

• Choose the client for whom you want to add a file to their authorization.

3. Navigate to the Authorization Tab

• Click on the Authorization tab at the top of the client's page.

4. Select the Authorization

• Find the specific authorization to which you want to add a file.

5. Add a New File

• Click the Upload Document button within the authorization details.

6. Fill in the File Details

• In the Upload Document modal, fill in the required fields:

  • Document Name: Enter the name of the file.

  • File: Click to upload or drag and drop the file (PDF, PNG, JPG, or CSV).

7. Save the File

• Click the Save button to upload and save the file to the authorization.