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How To Add an Internal Document to a Client

Product Success Team
  • Updated

 

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1. Start from Dashboard

 

2. Click on Clients

 

Note: This label may also appear as Pets, Jobs, Vehicles, or another term depending on your account settings.

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3. Click on Your Client

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4. Click on New

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5. Click on Internal Document

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6. Click on Select from 'My documents'

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7. Select from My Documents or Upload

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8. Select a file from upload menu

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9. Click on Add

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