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.
OR click the Delete icon to delete the document.