How do I upload a file to a client’s record?

Select the client case 🧑 you would like to upload a file for
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Hover over the 'Create New' option in the client record and choose either Contact/Note/Action
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Add the details for the note and scroll down to the 'File Upload' section
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Hit ‘Save’ ✅
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You have added a file to a client's record! 🎉