Downloading Client Files

1. Access the Client Section

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

2. Select the Client

  • Choose the client whose file you want to edit.

3. Navigate to the Files Tab

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

4. Download a File

  • Locate the file you want to download and click on the cloud icon with a down arrow next to it.

5. File Downloads Automatically

  • The file will be downloaded automatically to your device.


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