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Documents in clients area


kako

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Hi,

I would like to have in the clients area a "module", type invoices, to make available the client's own documents, eg contracts, documents, etc. files in pdf, docx, jpg, etc., so each client would have their documents "archived" and made available for download.

Is it possible to do this or do I have to buy some plugins?

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you can already do this... :idea:

https://docs.whmcs.com/Clients:Summary_Tab#Files

Quote

The files section in a client's summary allows you to upload files specific to that customer.

  • This can be used for documents, agreements or other downloads specific to the individual
  • Files can be set as Admin Only to only be viewed by admins, otherwise they show on the Client Area Homepage for the client to be able to download
  • Files are uploaded to the /attachments directory and can be added and managed from the Client Summary page in the admin area

you can upload them via their admin area profile summary tab...

SAcFuOT.png

and the specific client will be able to see, and download, these files from their client area homepage.

kbwHxsK.png

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