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