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Upload a document to a client file

To upload a document to a client’s file:

  1. Go to the Clients page
  2. Find the client file you'd like to upload the document to

    Screenshot_2022-09-16_at_10.47.32_a.m..png

  3. Click the Uploads tab on their client file
  4. Click the Upload File button

    Screenshot 2023-09-19 at 3.12.03 p.m..png

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