Select the client 🧑 you would like to upload a file for
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Head to the ‘Client Record’ tab
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Hover your mouse over the ‘Create’ 👇 button in the top right-hand corner and select ‘File Upload’ 👇
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Create a title ✍️ for the file upload
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Scroll down to the bottom and select the cloud icon ☁️ next to ‘Files’
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Select the file you would like to upload from your device
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Hit ‘Save’ ✅
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You have added a file to a client's record! 🎉