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Adding Client Documents
Adding Client Documents

This article goes over how to add Documents to Clients

Kat McDevitt avatar
Written by Kat McDevitt
Updated over 2 years ago
  1. Go into the Client section on the side bar

  2. Select the Client that you want to add Documents too.

  3. Select the Documents tab on the top tool bar

  4. Click or drop files into box

  5. 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.

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