You can add File Attachments to a Client's Profile. This allows you to store relevant documents and files for the Client in a central, easy to access location.

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Add File Attachment

1. Select Client from drop down list and click green Paper Clip icon.

   

   
   
   
   
   
    
2. Click Add New File button and select appropriate file from your computer.  

   

   
   
   
   
   
    
3. Once selected, click Upload File Now button.

   

   
   
   
   
   
   
   
   
    
4. Enter a custom Description. 

   

   
   
   
   
   
   
   
   
    

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Download or Delete File Attachment

1. Select the appropriate file attachment and click either Download or Delete.                                                                                      

   

   
   
   
   
   
   
   
   
    

2. If you selected Download, click the 'here' link to download.

   

   
   
   
   
   
   
   
   
   
   
   
    
3. OR, if you selected Delete, confirm deletion.
   
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