Add Client Documents

Upload and manage client documents from the Document Vault: select Customer Document, choose a customer, then upload files or create folders. Control whether each document is visible to the client (client access: Yes or No).

Path

Dashboard → Document Vault (left panel) → Customer Document → Select Customer

Flowchart: Dashboard → Document Vault → Customer Documents → Select Customer → (+) Upload document or Create new folder → Client access

Add Client Documents — Dashboard → Document Vault → Customer Documents → Select Customer → Click to upload document or Create a new folder → Client access.

Step-by-step instructions

1

Go to Dashboard, then select Document Vault from the left panel

From the main Dashboard, use the left navigation panel and select Document Vault to open the document management area.

Dashboard with Document Vault highlighted in left panel

Dashboard — select Document Vault from the left panel (Step 1).

2

Select Customer Document

Inside Document Vault, choose Customer Document to work with client-specific documents.

Document Vault with Customer Documents card highlighted

Document Vault — select Customer Document (Step 2).

3

Select Customer, then upload or create a folder

Select the Customer you want to add documents for. Then you can:

a) Click to upload document — add files for this client.
b) Create a new folder — name the folder using the Folder Name field to organize documents.

Customer Document screen with Customer dropdown, Upload and Create Folder options

Select Customer, then use Click to Upload or the + icon to create a new folder (Step 3).

Create A new Folder modal with Folder Name field and Create button

Create a new folder — enter Folder Name and click Create (Step 3b).

4

Client access

After saving, you will see the following for each document you uploaded:

Document list columns:

File Name
Expiry
Tags
Actions

To give the client access to a document, use the client access option and select Yes or No for that document.

Documents table with File Name, Expiry, Tags, Actions, and Client Access Yes/No

After saving — document list with File Name, Expiry, Tags, Actions, and Client Access (Yes/No) (Step 4).

Client access summary

Each uploaded document can be made visible (or hidden) to the client. Use the Yes or No option for client access so the client can view only the documents you allow.

Video Tutorial

Watch this video for a step-by-step walkthrough of adding client documents in CA Cloud Desk — Dashboard → Document Vault → Customer Document → select customer, upload or create folder, and set client access.

Video thumbnail

Tutorial: Add Client Documents in CA Cloud Desk Watch on YouTube