File Sharing Access via Cool Life CRM Client Portal

You can access file-sharing features through your Cool Life CRM client portal with the appropriate permissions. After logging in, navigate to the Files menu located at the bottom of your screen to manage and share your files seamlessly.

Uploading a File to Your Company Record

To share a file with the Cool Life team, click on the "Upload a File" link. This will open a new page where you can easily upload your document.

Step 2: Provide File Details and Upload

Please enter a description of your file to outline its contents or purpose. Next, select the file from your computer.

When you're ready, click "Upload" to complete the process.

 .

File List Overview

The file list displays all documents associated with your company's record, including:

• File Name
• Description
• Uploaded By
• Upload Date

To download a file, click on the file name, which will be saved to your computer.