How to upload files to a client profile

To upload one or more files to a client profile:

1

Navigate to Clients > General.

2

Select the client and click the Edit button.

3

On the View client page, go 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

9

Click Save to upload the file.