Uploading Documents to a Client's Record

            Uploading Documents to a Client's Record

            Step 1

            Click on the "hamburger" to open the sidebar navigation menu an​d click "Clients" to access your list of clients.

            Manage Clients View

            Step 2

            Click on the Files tab and then click the "Upload Documents" button.

            Files Tab & Upload Documents Button

            Once you have uploaded files to a client's record, you will be able to review them by clicking on them in this view.

            Client Has Work Opportunity Tax Credit Form Uploaded To His Record

            Step 3

            Locate the file using your files system browser window on your machine. Once you have found the file you would like to upload click the "Open" button (Windows Operating System). This will save the file to the client's record.

            Example of Windows File System Browser Button

            Step 4

            To view the file double click the file in the window.

            Example Of Reviewing Client File Upload

            Updated: 01 Aug 2019 01:39 AM
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