Contacts can have a variety of files that are uploaded and attached specifically to this client.
- From the Client Dashboard, click on the Docs tab.
- Choose Upload File in the upper right corner of this pane.
- The Open File window opens. Navigate to the file you want to attach to this client > click Open.
Supported files types are: doc, pdf, wav, mp3, txt, xls, jpg, png, gif
- If desired, type in a description for this file and click Upload.
- The file can not be found on the Docs tab under Uploaded Files as pictured below.
The page may need to be reloaded before the information is updated on your screen.