How to Upload Files to a Client Record?

Users in organizations with a paid license can now upload files and attach them to a client’s record.  

To upload a file to a client record:  

1. Click the Files tab within the client record.  
   
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2. Click Upload File.  
   
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3. Under Add New File, click Choose File. 
   
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4. Select the desired file from your computer, and then click Open. You can now see the file name for the document you attached.  
   
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5. Click Save. You can now see the file listed under Client Files on the client record.  
   
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