Uploading, Searching, and Downloading Client Files

This article describes how to manage, store, and access contact-specific files within the Forth CRM.

This article includes the following topics:

• Overview
• Supported File Types
• How to Access
• Uploading files
• Searching uploaded files
• Downloading files

Overview

The Docs nested tab in a contact's Client Dashboard allows users to manage, store, and access contact-specific files. From this tab, you can upload documents in various file formats, store files prepared for Clixsign electronic signature, search and filter document lists, and download files directly to your local drive.

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Supported File Types

• Documents: DOC, PDF, TXT

• Spreadsheets: XLS

• Images: JPG, PNG, GIF

• Audio: WAV, MP3

• Compressed Archives: ZIP

How to Access

1. Log in to the FORTH CRM.
2. Click the Contacts tab and select a contact.
3. Locate the Client Dashboard on the right two-thirds of the page.
4. Click the Docs nested tab (i.e., subtab)

Uploading Client Files

1. Launch the file upload using one of the following methods:
   
   • Click Browse to open your file navigator, locate the file on your hard drive, select it, and click Open.
   • Drag and drop the file directly into the Drag and drop files, or Browse window.
2. When the Upload dialog window opens, configure the document details:
   

   • Name: The file name automatically populates in the Name field at the top left of the dialog box.

   • Category / Document Type: In the dropdown menu, select a category or document type to organize, filter, and search for the document.

     • Note for Support Access: If you need FORTH Customer Support to view the document, select the ACH Authorization Document Type.

   • Description: Enter any additional context or descriptive information in the Description field at the bottom to help identify the file during future reviews.
     

3. Click Upload to complete the submission.

   • Depending on file size and network speed, the upload process may take one to two minutes.

   • Once uploaded, the document appears under the Uploaded Files subtab within the Client Documents area.

   • If the new file does not appear right away, reload your browser page to refresh the view.
     

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Searching and Filtering Uploaded Files

1. From the Client Dashboard, click the Docs nested tab.
2. Select the Uploaded Files tab. The page should now look like the image below.
   
3. Organize or locate documents using any of the following methods:
   • Sort by Date: click Sort by Date (highlighted above in red);
   • Column Sorting: Click any column header to sort files by Date Created, File Name, Description, Doc Type, Created By, or Debt/Creditor.
   • Column Filtering: Click the three lines icon next to any column header to open a text search and filter field. (See the example shown below).

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Downloading and Previewing Files

1. From the Docs nested tab, select Uploaded Files.
2. Click the ellipses (...) located to the far right of the document you want to download.
3. Select Download from the dropdown menu (see red arrow in the image below). 
   
4. The downloaded document will appear at the bottom of your browser page. Click it to open and preview.

Related Documentation

For instructions on generating and sending a PDF for electronic signature, refer to our Hellp Center article titled Generating and Sending Documents for Signature.

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