Add Client Document

You can store Client Documents in the Client Profile to reference. You can also set File Permissions to limit who can access it.

Important: The maximum file size you can upload is 20MB, and the only accepted file extensions are .csv, .doc, .docx, .pdf, .png, .jpg, .xls, and .xlsx.

1. Click My Clients in the navigation bar and select the appropriate Client.
2. Click the Documents tab.
3. Drag and drop appropriate file, OR click Select File From Your Computer and locate the file to upload.
4. Set File Permissions by selecting or deselecting permission levels.
5. Click Upload.
6. File is then listed above. 
7. Once added, you can download, view or delete it.