Loading a Document to a Client File

1. Login to WeCounsel
2. Click on Manage Clients on the left
3. View the client’s Client File
4. Click Document Center
5. Click New Document
6. Click Select File
7. Select File and click Upload

The document must be 10Mb or less.

The document will appear in your client's document section once successfully uploaded.

The document will not be accessible to the client when uploaded to their client file. It is only accessible to the client if you send the document as an attachment in a message.