You can upload and download the uploaded files associated to the clients as follows:

View and Download files

1. Search for a specific client and click on .
2. Click on Uploads tab.
3. All the uploaded files for this client are listed showing the Date Created, Document Type, Original Filename, Details, Uploaded By and Document Date on the View tab.
4. Click on to download the specific file.

Upload Files

1. Click on Upload tab.

2. Select Description and Type.

3. Click on Choose a File to upload a file.

4. Click on Upload.