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How-to guide

Client files, statements and vault

The client record supports more than contact fields. The current audited controller also exposes attachments, external attachments, statement generation, file visibility and a secure vault entry flow.

CRM & ContactsHow do I upload client files?Where do client attachments go?Related website page

Where to click

Use these menu paths first, then complete the action from the screen you open.

Sidebar > Customers > Client Database > open client
Customer record > Attachments / Statement / Vault
Quick answerThese are the fastest verified steps for this task in the current Proplix build.

Exact steps

  1. Go to Sidebar > Customers > Client Database and open the customer record you want.
  2. Use the Attachments area to upload or review files linked to that customer.
  3. Use the Statement area when you need customer-side statement visibility.
  4. Use the Vault area when a secure or controlled record belongs in the customer vault workflow.
  5. Keep files attached to the correct customer record so documents remain easy to find later.

What this feature does

  • Customer attachments can be uploaded, added as external attachments or deleted.
  • Statement PDF generation and email sending are available on the client record.
  • Vault entries can be created, updated, deleted, encrypted and retrieved.
  • Proposal email links tied to a customer can be updated from the client controller.
  • Billing and shipping details can be read back from the customer helper actions.

What to do next

  • For commercial documents linked to a specific sale, continue into Estimates, Proposals or Invoices instead of storing everything only on the client.
  • For property-side documents, use the relevant Real Estate or Compliance workflow where available.

Related guides

Clients, contacts and the customer record structure

The current application build keeps the client record in the core Clients controller and extends the customer area with property-specific entries such as Client Database, Tenants and Landlords. This guide covers the verified client and contact workflow.

CRM & Contacts

Leads, forms, statuses, sources and lead conversion

The current build exposes a full leads workflow under Work & Operations, including table and Kanban views, custom forms, sources, statuses, junk/lost actions and conversion to customer.

CRM & Contacts

Proposals, comments, acceptance flow and conversion options

The audited proposal controller supports more than drafting. It includes templates, notes, comments, acceptance-info clearing, PDF generation, email sending, pipeline handling and conversion to both invoices and estimates.

Sales & Finance

Invoices, recurring invoices, payments and customer billing actions

The current invoice flow supports standard invoices, recurring invoices, notes, credits, payment recording, overdue notices, PDFs and mark-as-sent actions. Payments also have a dedicated controller for listing and PDF/email output.

Sales & Finance

Related questions

How do I add a client?

The current application build keeps the client record in the core Clients controller and extends the customer area with property-specific entries such as Client Database, Tenants and Landlords. This guide covers the verified client and contact workflow.

How do I create a lead?

The current build exposes a full leads workflow under Work & Operations, including table and Kanban views, custom forms, sources, statuses, junk/lost actions and conversion to customer.

How do I create a proposal?

The audited proposal controller supports more than drafting. It includes templates, notes, comments, acceptance-info clearing, PDF generation, email sending, pipeline handling and conversion to both invoices and estimates.

How do I create an invoice?

The current invoice flow supports standard invoices, recurring invoices, notes, credits, payment recording, overdue notices, PDFs and mark-as-sent actions. Payments also have a dedicated controller for listing and PDF/email output.