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

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

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