If given the proper permission, you will have access to file sharing with Cool Life CRM through your client portal. Upon logging into your client portal, locate the Files menu, at the bottom of your screen.
To upload a new file to your company record, to share with the Cool Life team, click the link for "Upload a File." A new page will load.
Give a Description of what your file includes, and choose the file from your computer. When you are ready, click on .
To view the files currently on your company's record within our database, click the link for "All Files." A new page will load.
The list will include all files in your company's record, a description of the files, as well as who uploaded it and the date it was uploaded. To download any of these files, click the file name and it will download to your computer.
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