Subscribers can upload files to the client record. Go to Clients > Select a Client > Advanced Options > Files. Drop your files for the client record here.



Video Tutorial: https://youtu.be/Qzd6fhO_eoE
Subscribers can upload files to the client record. Go to Clients > Select a Client > Advanced Options > Files. Drop your files for the client record here.
Video Tutorial: https://youtu.be/Qzd6fhO_eoE