Go into the Client section on the side bar
Select the Client that you want to add Documents too.
Select the Documents tab on the top tool bar
Click or drop files into box
Name and select Document Type and tags for you file before selecting Upload
From here you can review you document and toggle Document details.
These documents can also be uploaded by Project to.
This article goes over how to add Documents to Clients
Written by Kat McDevitt
Updated over 2 years ago