How to upload files to a client profile
To upload one or more files to a client profile:
Navigate to Clients > General.
Select the client and click the Edit button.
On the View client page, go to the Files tab.
Click +Add file to add a single file or +Upload multiple files to add several files at once.
To upload one or several files to a folder, click +Add directory and specify the folder name in the Caption field.
Go to the newly created folder and click +Add file or +Upload multiple files.
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.
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
Click Save to upload the file.
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