1. Login to the XILO Dashboard

  2. On the Prospects table, click the Lead name to access the View Prospect Page

  3. Click View Prospect

  4. Click the Documents section in the left page of the navigation

  5. On the right side of the page under the "Documents" section, you will see each document uploaded by the prospect. Clicking the 3 dots to the right of the document name will allow you to download or delete the document

    doc_upload.png

Note:

  • All files are uploaded securely. The system generates a link in real-time that expires in a few minutes when the download occurs.

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