Questions answered in this article:
- How to upload files to a client profile?
- Where can you find uploaded files?
- How to download files from the client modal?
- What are the steps involved in both uploading and downloading files?
- Can I sign uploaded files?
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Note: Use clear and descriptive file names so they’re easy to find later.
How to Upload Files
Choose a Client
From your client list, click on the name of the client you want to upload files for.Go to the Files Section
In the client’s profile, scroll to the Files section.
Click the small dropdown arrow and choose Upload,
ORGo to the Uploads and click the Upload button.
Upload Your File
Drag and drop your file into the box, or click to select a file from your computer.
When it’s done uploading, click Done.
You’ll see your file in the Uploads section.
How to View Your Uploaded File
You’ll see your file in the Uploads section.
Each uploaded file is attached to a note which you can view in the Notes section.
To view it:Go to the Notes section.
Look for a note with the same name as your uploaded file.
Click the note to open it. From there, you can sign the note or share it with your client if needed.
How to Download Files
Go to the section where the file is saved: Notes, Uploads, or Note Attachments.
Click the Download button under the Action column.
