Adding Files to a Client

1. Access the Client Section

• Go to the > Client section in the left panel.

2. Select the Client

• Choose the client for whom you want to add files.

3. Navigate to the Files Tab

• Click on the Files tab at the top of the client's page.

4. Add a New File

• Click the Upload Document button to add relevant documents or files associated with the client.

5. Upload the File

• In the Upload Document modal that appears, fill in any necessary details.

• Click to upload or drag and drop the file into the drag-and-drop box.

6. Review Uploaded Files

• Once the file is uploaded, it will appear at the bottom of the modal. You can continue uploading more files as needed.

7. Save the Uploaded Files

• After adding all the files, click the Add button on the bottom right of the modal.

8. View Uploaded Files

• The uploaded files will be listed in the Files tab for the selected client.