Upload, share, review and track client-facing Sales/Admin documents.
Upload client-facing documents from Admin or Sales, link them to requirements, matters, packages or service requests, then review the client feedback files submitted against each document.
Files marked client-facing appear in the client's My Documents page. Client uploads are collected only as feedback against these shared documents.
Feedback uploads submitted by clients against Sales/Admin documents appear here for quick review.
| Document | Client / workflow | Purpose | Visibility | Status | Created | Actions |
|---|---|---|---|---|---|---|
CIPC Form Ostrica Flyer.pdf · 1.39 MB |
John DubeReh Safety Training · Business Setup Package | sales_feedback | client_admin_sales | shared | 2026-05-29 11:54:55 | |
Clear Passport Page demo-clear-passport-page.pdf |
Demo Client UserDemo Africa Trading (Pty) Ltd | admin_shared | client | received | 2026-05-24 17:17:09 | |
3 Proposed Company Names demo-company-names.txt |
Demo Client UserDemo Africa Trading (Pty) Ltd | admin_shared | client | received | 2026-05-24 17:17:09 | |
123v doc screencapture-citiview-co-za-packages-tender-package-2026-05-24-20_30_14.pdf · 2.15 MB |
Batsi MavungaThree Warlocks | admin_shared | client_visible | uploaded | 2026-05-24 19:20:24 |