Uploading Documents to your clients profile.
Select Clients from the menu bar, then select View all Clients from the drop down menu.
Select your client from the list. Alternatively you can also select them from the main dashboard under the list My Assigned Clients. Below we will select Aroha Ataahua.
When you have the clients profile open, select Upload to Document Centre.
Click on Choose Files and select the file to be uploaded from your computer.
You can select a folder for it to be assigned to and if the file is confidential. Click Save.
You can see below when you click on the Document Centre tab in the clients profile, the uploaded document is now listed.
You can click on the document name to either Download or Delete it.