To add a document to a specific client file:
- Login using your email and password.
- Click on Clients List 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.
- 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.