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XTRF Home Portal Modules

Personal Files subtab (Clients)

In this tab, you can upload client-related files.

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  • Click the Upload File button to add files from your local machine.

  • Click the Selection button if you want to download, rename, refresh, or delete the selected file.

  • Click the Folder button to download, upload, rename, refresh, delete a folder, or create a directory.

  • Click the Customize button to adjust the content of the tab. For details, see the Customize a workflow directory guide.