How to Download a Client File?

To download a client file: Within the desired client record, click the Files tab. P265#yIS1 Click the desired client file. Shape P267#y1P267#yIS1 Click Download, and the file automatically downloads to your computer. Click Back to re

To download a client file: 

1. Within the desired client record, click the Files tab. 
   
   {Insert Picture}
   
   
2. Click the desired client file.  
   
   {Insert Picture}
   
3. Click Download, and the file automatically downloads to your computer.  
4. Click Back to return to the list of Client Files.