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

  5. To upload one or several files to a folder, click +Add directory and specify the folder name in the Caption field.

  6. Go to the newly created folder and click +Add file or +Upload multiple files.

  7. 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.

  8. 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, ZIP, 7-Zip and RAR

  • File size: up to 3 MB

  1. Click Save to upload the file.