Upload files against a client record

CM Lite - This article explains how to upload files against a client record.

To upload files against a client record:

1. Click the Clients tab.
2. Open the client's record by clicking the client's name.

3. Click on the Files button.

4. Click on the plus icon to add a new file.

5. 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.
6. Select the Upload button to save the file under the Files list on the client record page.