You can add a variety of documents to a Client File for later reference. You can view, download, or delete Documents from the Client File.
- Click My Clients in the navigation bar and select the appropriate Client.
- Click the Documents tab.
- Uploaded documents will display in the Documents section.
- Click the
View icon to view document.
-
OR click the
Download icon to download a copy to your computer.
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OR click the
Delete icon to delete the document.