View or Delete Client Documents

You can add a variety of documents to a Client File for later reference. You can view, download, or delete Documents from the Client File.

1. Click My Clients in the navigation bar and select the appropriate Client.
2. Click the Documents tab.
3. Uploaded documents will display in the Documents section.
4. Click the View icon to view document.
5. OR click the Download icon to download a copy to your computer.
6. OR click the Delete icon to delete the document.