If you have existing files or documents that you would like to easily reference for your clients you can save them to your client profiles.
Simply select the client from your client manager tab and then select the option to edit "client notes" (the "+" icon on the right-hand side of the client notes).
An option to add an attachment will now appear. You can simply write a note or add attach a file.
Make sure to save your changes and you will be able to reference the notes or attached files at any time by visiting the client's profile page and selecting the hyperlink under the attachment.
For assistance or support feel free to email our team at firstname.lastname@example.org.