To add a document to a specific client file:
- Login using your email and password.
- Click on Manage Clients on the left.
- Click on the client's name you would like to upload a document to.
- Click the Documents tab in this client's file, and click the New Document button.
- Click the Select File button. Once you select your file, click Upload.
- The document will appear in your client's documents once successfully uploaded.
7. The document will not be accessible to the client. The document is only accessible to the client if you attach it in a message directly to the client.