{"id":8306,"date":"2025-07-21T20:13:06","date_gmt":"2025-07-21T20:13:06","guid":{"rendered":"https:\/\/www.docdigitales.com\/academy\/?p=8306"},"modified":"2025-07-23T18:46:34","modified_gmt":"2025-07-23T18:46:34","slug":"gestiona-documentacion-cliente","status":"publish","type":"post","link":"https:\/\/www.docdigitales.com\/academy\/?p=8306","title":{"rendered":"Gestiona la documentaci\u00f3n de tu cliente"},"content":{"rendered":"\n<p class=\"has-small-font-size wp-block-paragraph\">En docDigitales puedes<strong> subir, consultar, descargar o eliminar documentos relacionados<\/strong> con tus clientes. Esta funci\u00f3n <strong>te permite centralizar toda la informaci\u00f3n<\/strong> para la gesti\u00f3n comercial como: hojas de c\u00e1lculo, PDF, im\u00e1genes, videos, bit\u00e1coras de evidencia, etc.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-alpha-channel-opacity has-background\" style=\"background-color:#79abe3;color:#79abe3\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Adjunta documentos al perfil de tu cliente<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"has-small-font-size\">Ingresa al listado de clientes desde el men\u00fa lateral izquierdo en <strong>Contactos &gt; Clientes<\/strong><strong>.<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1142\" height=\"642\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-2x-1.webp\" alt=\"\" class=\"wp-image-8439\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-2x-1.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-2x-1-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-2x-1-1024x576.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-2x-1-768x432.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li class=\"has-small-font-size\">Busca el perfil del cliente al cual le agregaras documentos.<\/li>\n\n\n\n<li class=\"has-small-font-size\">Haz clic sobre su nombre para abrir el <strong>Detalle de Cliente.<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1142\" height=\"642\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-2x-1.webp\" alt=\"\" class=\"wp-image-8440\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-2x-1.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-2x-1-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-2x-1-1024x576.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-2x-1-768x432.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li class=\"has-small-font-size\">Haz clic en la <strong>pesta\u00f1a Documentos.<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1142\" height=\"646\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-2x-1.webp\" alt=\"\" class=\"wp-image-8441\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-2x-1.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-2x-1-300x170.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-2x-1-1024x579.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-2x-1-768x434.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li class=\"has-small-font-size\"><strong>Sube los archivos<\/strong> utilizando cualquiera de estas opciones:\n<ul class=\"wp-block-list\">\n<li class=\"has-small-font-size\">Arrastrar y soltar el archivo (<strong>drag and drop<\/strong>).<\/li>\n\n\n\n<li class=\"has-small-font-size\">Hacer clic en el campo de carga para <strong>buscar los archivos<\/strong> desde tu computadora. Puedes subir m\u00e1ximo 5 documentos por carga.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li class=\"has-small-font-size\">Se mostrar\u00e1 una barra de progreso de carga de los documentos.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1142\" height=\"642\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/subirdoc.gif\" alt=\"\" class=\"wp-image-8443\"\/><\/figure>\n\n\n\n<ol start=\"7\" class=\"wp-block-list\">\n<li class=\"has-small-font-size\">Una vez finalizada, el sistema mostrar\u00e1 la notificaci\u00f3n: <strong>Archivos subidos con \u00e9xito.<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1142\" height=\"646\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-2x-2.webp\" alt=\"\" class=\"wp-image-8444\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-2x-2.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-2x-2-300x170.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-2x-2-1024x579.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-2x-2-768x434.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-alpha-channel-opacity has-background\" style=\"background-color:#79abe3;color:#79abe3\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Descarga documentos del perfil de tu cliente<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"has-small-font-size\">Ingresa a la pesta\u00f1a <strong>Documentos<\/strong> dentro del detalle de cliente.<\/li>\n\n\n\n<li class=\"has-small-font-size\">Marca la casilla de selecci\u00f3n al inicio de cada fila para elegir el o los documentos que vas a descargar.<\/li>\n\n\n\n<li class=\"has-small-font-size\">Haz clic en el bot\u00f3n <strong>Descargar<\/strong>, ubicado debajo del detalle del colaborador asignado.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1142\" height=\"642\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/descargardoc.gif\" alt=\"\" class=\"wp-image-8445\"\/><\/figure>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li class=\"has-small-font-size\">Los archivos se descargar\u00e1n de forma autom\u00e1tica.<strong> <\/strong>Si seleccionas m\u00e1s de un documento, todos se incluir\u00e1n dentro de un archivo .zip.<\/li>\n<\/ol>\n\n\n\n<p class=\"background-blue has-small-font-size wp-block-paragraph\"><em>*El nombre del archivo tendr\u00e1 la siguiente nomenclatura: raz\u00f3n social del cliente + prefijo \u201cdocumentos\u201d + fecha de descarga.<\/em><\/p>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-alpha-channel-opacity has-background\" style=\"background-color:#79abe3;color:#79abe3\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Elimina documentos relacionados con tu cliente<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"has-small-font-size\">Ingresa a la pesta\u00f1a <strong>Documentos<\/strong> dentro del detalle de cliente.<\/li>\n\n\n\n<li class=\"has-small-font-size\">Marca la casilla de selecci\u00f3n del o los documentos que vayas a eliminar.<\/li>\n\n\n\n<li class=\"has-small-font-size\">Haz clic en el bot\u00f3n <strong>Eliminar<\/strong>, debajo del detalle del colaborador asignado.<\/li>\n\n\n\n<li class=\"has-small-font-size\">Aparecer\u00e1 un pop &#8211; up de confirmaci\u00f3n. Haz clic en <strong>Eliminar Documentos.<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1142\" height=\"642\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/eliminardoc.gif\" alt=\"\" class=\"wp-image-8446\"\/><\/figure>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li class=\"has-small-font-size\">El sistema confirmar\u00e1 la acci\u00f3n mostrando la notificaci\u00f3n: <strong>Archivos eliminados con \u00e9xito.<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1142\" height=\"646\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/08-2x-1.webp\" alt=\"\" class=\"wp-image-8447\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/08-2x-1.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/08-2x-1-300x170.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/08-2x-1-1024x579.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/08-2x-1-768x434.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<p class=\"background-blue has-small-font-size wp-block-paragraph\"><em>*Recuerda que una vez eliminados&nbsp;no habr\u00e1 manera de recuperarlos.<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>En docDigitales puedes subir, consultar, descargar o eliminar documentos relacionados con tus clientes. Esta funci\u00f3n te permite centralizar toda la informaci\u00f3n para la gesti\u00f3n comercial como: hojas de c\u00e1lculo, PDF, im\u00e1genes, videos, bit\u00e1coras de evidencia, etc. Adjunta documentos al perfil de tu cliente Descarga documentos del perfil de tu cliente *El nombre del archivo tendr\u00e1 la siguiente nomenclatura: raz\u00f3n social del cliente + prefijo \u201cdocumentos\u201d + fecha de descarga. Elimina documentos relacionados con tu cliente *Recuerda que una vez eliminados&nbsp;no habr\u00e1 manera de recuperarlos.<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,45,44],"tags":[30],"class_list":["post-8306","post","type-post","status-publish","format-standard","hentry","category-academia","category-clientes-contactos","category-contactos","tag-facil"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.3 - aioseo.com -->\n\t<meta name=\"description\" content=\"En docDigitales puedes subir, consultar, descargar o eliminar documentos relacionados con tus clientes. 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