How to upload a file

  1. Navigate to Clients > General in the menu.

  2. Select the client from the list, then click the Edit button.

  3. Switch to the Files tab.

  4. Click +Add to add a single file or +Upload multiple files to add several files at once.

  5. Set Caption for the file. This caption will be displayed in the files list. When uploading multiple files, the caption automatically displays the list of file names.

  6. Select the file(s) to upload. Note that the uploaded file(s) must meet the following requirements:

  • Supported formats: DOC, DOCX, XLSX, CSV, PDF, JPG, PNG, PAGES, NUMBERS and ZIP

  • File size: up to 3 MB

  1. Click Save to upload the file.