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Uploading Documents to Client Profile
Updated over 2 months ago

Uploading a document

  1. Go to Clients > the find client's profile

  2. Click on the "+" across from Documents

  3. Drag and drop a file OR click "select" to upload a file from your computer, then click Upload Document

  4. 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)

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