CM Lite - This article explains how to upload files against a client record.
To upload files against a client record:
- Click the Clients tab.
- Open the client's record by clicking the client's name.
- Click on the Files button.
- Click on the plus icon to add a new file.
- Upload the relevant file by either dragging and dropping it directly from your file explorer or by selecting browse and navigating to the file location.
- Select the Upload button to save the file under the Files list on the client record page.