Add Document to Client Profile

In this article, learn how to add a document to a client's profile page.

APPLIES TO: Admins and Staff

Last updated: April 21, 2023

If you need to attach a document to a client's profile, you can do so inside their client profile page by following the steps below.

Add Document to Client Profile - Video Walkthrough

Add Document to Client Profile - Step By Step Guide

• Navigate to the client profile page of the client you would like to add the document to
• Scroll down on the left hand side of the profile page and click the pencil icon next to the Attachments header.

• Upload the document (note: the document must be in PDF format)

• Now the document will exist inside their client profile. You can access it by clicking on it or remove it by clicking the "x" icon.