Add and manage client documents

To add client notes: 

1. Open your Clients list and select a client.
2. In the client profile, click Documents and select Notes.
3. Select Add and fill out the pop-up window with the full note details.
4. To attach files to your note, click Upload. 
5. Select and upload a file from your device.
6. Click Save.

To add client notes: 

1. Open your Clients list and select a client.
2. In the client profile, under Documents select Notes.
3. Select Add and fill out the pop-up window with the full note details.
4. To attach files to your note, tap Upload. 
5. Select and upload a file from your device.
6. Tap Save.

To add client notes: 

1. Open your Clients list and select a client.
2. In the client profile, click Documents and select Notes.
3. Select Actions under the desired note and click Edit.
4. Update the notes with the new information.
5. Click Save.

To update client notes: 

1. Open your Clients list and select a client.
2. In the client profile, under Documents select Notes.
3. Select Actions under the desired note and tap Edit.
4. Update the notes with the new information.
5. Tap Save.

To delete client notes: 

1. Open your Clients list and select a client.
2. In the client profile, click Documents and select Notes.
3. Select Actions under the desired note and click Delete.
4. Click Delete to reconfirm.

To delete client notes:

1. Open your Clients list and select a client.
2. In the client profile, under Documents select Notes.
3. Select Actions under the desired note and tap Delete.
4. Tap Delete to reconfirm.

To add client files:

1. Open your Clients list and select a client.
2. In the client profile, click Documents and select Files.
3. Click Add.
4. Select and upload a file from your device.

To add client files:

1. Open your Clients list and select a client.
2. In the client profile, under Documents select Files.
3. Tap Add.
4. Select and upload a file from your device.

To preview, rename or download client files: 

1. Open your Clients list and select a client.
2. In the client profile, click Documents and select Files.
3. Use the search bar to locate a file or use the toggle to adjust your view between list or grid. 
4. Click on the three dots to select either:
   1. Preview:
      View the document. CSV, PDF, XLS, XLSX documents will need to be downloaded for viewing.
   2. Rename:
      Update the file name as needed and click Rename.
   3. Download:
      The file will be saved to your device.

To preview, rename or download client files: 

1. Open your Clients list and select a client.
2. In the client profile, under Documents select Files.
3. Use the search bar to locate a file or use the toggle to adjust your view between list or grid.
4. Tap on Actions (the three dots) to select either:
   1. Preview:
      View the document. CSV, PDF, XLS, XLSX documents will need to be downloaded for viewing.
   2. Rename: 
      Update the file name as needed and tap Rename.
   3. Download: 
      The file will be saved to your device.

To delete client files: 

1. Open your Clients list and select a client.
2. In the client profile, click Documents and select Files.
3. Use the search bar to locate a file or use the toggle to adjust your view between list or grid. 
4. Click on the three dots to Delete the file.

Once deleted, you cannot restore the file.

To delete client files:

1. Open your Clients list and select a client.
2. In the client profile, under Documents select Files.
3. Use the search bar to locate a file or use the toggle to adjust your view between list or grid. 
4. Tap on the Actions (the three dots) to Delete the file.

Once deleted, you cannot restore the file.