Internal files can be added to client contact information. There are several ways to add a file to a contact.
If the contact already exists:
1: Navigate to the 'Contacts' menu and select the appropriate contact.
2: Click on the 'Files' tab
3: Click the white '+' sign
4: Click to 'Upload files'
5: Drag and drop the files you wish to add to the contact. Do not change the folder unless you wish to attach the file to a different contact.
1: Navigate to the 'Contacts' menu
2: Locate the contact and click the ellipsis menu on the right side
3: Click 'Edit'
4: At the bottom of the form, you can drag and drop files for the contact
5: Add the files that are needed and click 'Save contact' to confirm and save your submissions
If the contact has not been created yet:
1: Click the '+ New' button on the top left corner of the dashboard
2: Click 'Contact' and complete the fields.
3: At the bottom of the form, drag and drop documents into the drop box.
4: Click 'Create contact' to save the contact information and newly added files