When uploading documents and updating client’s profiles
– First log into your SayPro profile then click on dashboard on the top left corner.
-On the left hand side look for users, select all users and type the username or email address of the clint on the search pad
-Once you have searched and located the client’s profile, open it on a new tab then go to the tab
-Once on the clients profile you can be able to update the information even reset the password.
-To upload the client’s documents, you must ensure that the documents are first saved into your computer.
-Scroll down on the clients user profile until you see the upload button.
-Click on upload then select the document from your computer
-Once the documents are loaded into the client’s profile and the details are updated you can scroll down until you see update, then update.
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