Uploading a file from your computer to the Client Folder

You can attach any file type you want to a Client Folder for easy access later.

Note: there is a file size limit of 10 MB per file

  • Open Client Folder

  • Click Documents Tab

  • Right-click and Click Add

  • Click Browse

  • Select File to upload from your computer
  • Click Select

  • Fill in Title
  • Click OK

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