How to add a document to consult on a product?
It is possible to add one or more documents on a product. These documents can be of several types: informative or to be signed by users.
Adding a document to consult consists of adding a document related to the product such as a sales brochure.
Add a document to consult on a product
Once connected to your administrator area:
- Click on the Products tab.
- Click on the Actions button located on the line of the product to which the document must be added.
- Then click on the View or add documents button.
- Click on the New button located in the Product Documents
- Click on Add a file
You can now fill in the document to add from your workstation by clicking in the dotted area.
- Click on the Confirm
- Once the document has been added, enter a description of the document, and click on the Confirm
- The document is now saved
It is possible to download or delete a product document. To do this, click on one of the icons located next to the desired document.
Consult a document on a product
The documents to consult for a product are visible on the customer interface.
To consult them, the user, connected to his client interface, must:
- Click on the Invest tab which will redirect it to the page containing all projects.
- Click on the project whose documentation is to be consulted.
- Click on the Documents tab. Product documents can be found in this section.
