Add files to client profiles
In this guide, you'll learn how to upload documents and images in client profiles.
How files work
- Files allow you to store documents and images directly in a client's profile.
- Supported file types include PDF, JPEG, PNG, and other common formats.
- Files are private and only visible to your team.
Add a file to a client profile
- Open a client profile from your Clients list.
- In the client profile view, click on Documents in the menu panel.
- Click Upload file.
- Select the file from your device and click Upload.
Manage client files
- Open a client profile and go to Documents.
- Click on a file to view, download, or delete it.
- Use the Actions menu to manage file settings.