客户合同如何管理？上传附件、相关条款

<p id="descriptionP"><pre><code><span style="font-size: x-large; font-weight: bold;">客户签订后同后，可以采用扫描件上传； </span></code><code><span style="font-size: x-large; font-weight: bold;"><br>条款录入的方式管理；</span></code></pre><h2>&nbsp;</h2><h2>一、开通权限&nbsp;</h2><pre><code><span style="font-size: large;">客户合同：是可以浏览客户的合同信息（阅读权限）<br><br>合同编辑：可以编辑添加管理客户合同； （管理权限）</span></code></pre><p><br></p><p><img src="https://hbcloud-1256243812.picsh.myqcloud.com/upload/user/774/img/20230202155306_70.png" style="max-width:100%;"><br></p><p><br></p><h2>二、模块入口</h2><h3>1、客户档案中，有客户合同</h3><p>指到某一位客户的档案； 打开此客户档案</p><p>工具栏上有：【客户合同】进入指定客户的合同</p><p><img src="https://hbcloud-1256243812.picsh.myqcloud.com/upload/user/774/img/20230202155527_od.png?imageView2/q/75|watermark/2/text/QEphbWVzIGJicy5pbXllcnAuY29t/fill/IzNEM0QzRA/fontsize/18/dissolve/80/gravity/SouthEast/dx/20/dy/10/" style="max-width:100%;"><br></p><p><br></p><h3>2、专属的【客户合同】模块</h3><p>进入所有客户的合同列表</p><p><br></p><p><img src="https://hbcloud-1256243812.picsh.myqcloud.com/upload/user/774/img/20230202155625_uc.png" style="max-width:100%;"><br></p><p><br></p><p><br></p><p><img src="https://hbcloud-1256243812.picsh.myqcloud.com/upload/user/774/img/20230202155649_ny.png?imageView2/q/75|watermark/2/text/QEphbWVzIGJicy5pbXllcnAuY29t/fill/IzNEM0QzRA/fontsize/18/dissolve/80/gravity/SouthEast/dx/20/dy/10/" style="max-width:100%;"><br></p><p><br></p><p><br></p><p><br></p><h3>三、合同扫描件附件上传</h3><p>1、先保存客户合同</p><p><span style="color: rgb(255, 0, 0);"><code>选择客户、录入合同编号 、合同金额、及各项合同条款</code></span></p><p><br></p><p>2、打开刚才保存的客户合同【详情】</p><p><img src="https://hbcloud-1256243812.picsh.myqcloud.com/upload/user/774/img/20230202155816_jv.png?imageView2/q/75|watermark/2/text/QEphbWVzIGJicy5pbXllcnAuY29t/fill/IzNEM0QzRA/fontsize/18/dissolve/80/gravity/SouthEast/dx/20/dy/10/" style="max-width:100%;"><br></p><p><br></p><p>3、上传附件</p><p><br></p><p><img src="https://hbcloud-1256243812.picsh.myqcloud.com/upload/user/774/img/20230202155927_zc.png?imageView2/q/75|watermark/2/text/QEphbWVzIGJicy5pbXllcnAuY29t/fill/IzNEM0QzRA/fontsize/18/dissolve/80/gravity/SouthEast/dx/20/dy/10/" style="max-width:100%;"><br></p><p><br></p><p><br></p><p><img src="https://hbcloud-1256243812.picsh.myqcloud.com/upload/user/774/img/20230202155940_bn.png?imageView2/q/75|watermark/2/text/QEphbWVzIGJicy5pbXllcnAuY29t/fill/IzNEM0QzRA/fontsize/18/dissolve/80/gravity/SouthEast/dx/20/dy/10/" style="max-width:100%;"><br></p><p>【添加文件】后， 点击【开始上传】</p><p>可多个文件一起上传；&nbsp;</p><p><br></p><p><span style="color: rgb(255, 0, 0); font-size: x-large;">为了能快速访问合同附件，不建议扫描的文件过大；</span><br></p><p><span style="color: rgb(255, 0, 0); font-size: x-large;">建议在2M以内，以确保下载流畅</span></p><p><span style="color: rgb(255, 0, 0); font-size: x-large;"><br></span></p></p><p><br></p>