Once you’ve created a record it’s very easy to upload documents. To begin, choose the client with the record you’ll be uploading the document to and which tile (category) that the record was created in.

Next, you’ll choose the record that you want to add the document to and select what type of document, file or picture, you’ll be uploading. If you choose file, you’ll be able to select the document from the proper storage.

Now, when you scroll down and click “Save”, the record will show the uploaded document in the file history and an email notification will be sent out to the user.

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