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How to Upload and Manage Client Files in Britixo?
Uploading files to a client profile in Britixo allows you to store contracts, forms, identification, or any related documents in one central location. These files can be used internally or shared securely with the client through their portal.
This guide explains how to upload, manage, and control access to client files, ensuring all critical documents are attached to the correct client record.
🔹 Step-by-Step: Upload and Manage Client Files
📁 Access the Client Profile
Log in to Britixo at https://britixo.com/app/login .
From the left-hand menu, go to Customers → Clients .
Click the client’s Company Name to open their profile.
📤 Upload a New File
In the client profile, click the Files tab.
Click the “Upload File” button in the top-right corner.
Choose the file from your device. Supported file types include PDF, DOC, XLS, PNG, JPG, and more.
Optionally enter a File Description to help identify the file later.
Click Upload to complete the process.
The file will now appear in the list under the client’s profile.
🔍 View, Download, or Delete Files
To view or download a file, click its name in the list.
To delete a file, click the trash icon (🗑️) next to it. Confirm deletion when prompted.
You can also edit the file description by clicking the pencil icon next to it.
🔐 File Visibility Options
All uploaded files are private to staff by default.
If you want a file to be visible in the client portal , tick the checkbox for “Visible to customer” during upload or after editing the file.
Only files marked as visible will be accessible to the client via their portal login.
🧠 Tip
Keep file names clear and consistent (e.g., “Signed Contract – July 2025”) so your team can quickly locate the right document when needed.
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🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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Britixo
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