Add additional digital files to your Client record

On your Client's page in the right toolbar you will see a section labeled "Attachments", from here you can upload documents to your Client's record

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/f5b696fb-fdc1-4add-afec-fa792d4fb0a6/Attachments.png

Clicking "Upload" will present you with our standard file upload modal. You can add the following files types (10MB max file size):

  1. Images (JPG,PNG,TIFF,etc..)

  2. Office Suite Documents (Microsoft Office, Apple Numbers, etc..)

  3. Audio and Video Files (MP3, MPEG, AVI, etc..)

  4. Plain Text Files

    https://s3-us-west-2.amazonaws.com/secure.notion-static.com/329742f3-4aee-4ff5-9fa8-2e0318b45f5c/Upload_Modal.png

You will also have the ability to add files to a specific client session (Covered here)