Uploading Documents

1. Open a client's page.
2. Click the Documents tile.
3. Click Upload Document or drag and drop files into the upload area.
4. Select a folder (or create a new one).
5. Add an optional description.
6. Click Upload.

Documents uploaded to a client's record can be made visible in the client portal. Toggle the Share in Portal switch when uploading, or update it later from the document's settings.