Uploading a document
Go to Clients > the find client's profile
Click on the "+" across from Documents
Drag and drop a file OR click "select" to upload a file from your computer, then click Upload Document
After you upload the file, you can see the file name under Documents and it will display the timestamp of when the file was added!
What is the max file size to upload
The max file size is 15MB
What files are supported
pdf
Word Docs
.txt
General image types (png, jpeg, webp, gif)