Client briefs and files

1. Client briefs and files

   Here you keep each customer's private files and send them questionnaires (briefs) after a sale. Answers are loaded only when you open them, and that is recorded.

2. Pick a customer

   Select a customer to see their files and the briefs sent to them. Files and uploads appear only once a customer is selected.

3. Files, sent briefs and brief forms

   Files holds the documents shared with this customer. Sent briefs lists the questionnaires sent to them, with their status, and lets you send a form and view the answers. Brief forms is where you create the questionnaires and can have one sent automatically when a service is paid.

4. Upload a file

   Choose a file and add an optional note, then click Upload. Files are private but are not scanned for viruses, so only open files you trust.

5. Customer files

   Each file shows its size and whether it came from the customer or from your business. Download it with the arrow, or remove it with the bin; removing asks for a reason. Removed files are hidden but kept, and deleting one for good starts a 14-day waiting period that you can cancel.