File Attachments
This section, found on the Client Profile tab in Client Information, collects all file attachments uploaded to the Client’s profile throughout the following tabs. In other words, this section acts as a net gathering all the attachments uploaded to the Client’s profile in one spot. Best practice is to upload documents to the relevant tab, as per the Golden Rule.
1. To upload a file attachment, either in this tab, or the another, press the Add New File Attachment button.
2. The Upload Attachment window will pop up. Press the Choose File button and scroll through your computer file system to select and upload the attachment you wish to add to the Client’s profile. Once file is selected, press the Upload button.
3. Once the attachment has been uploaded, you will see a new row under the File Attachments section.
4. Press the magnifying glass to view the contents of the note.
5. The Attachment View window will pop up. Press the Download button to view document.
6. The document will download to the bottom left hand corner of your screen.
7. Click on the document to open it.
- NOTE: the document automatically downloads to your computer's Download folder. Be sure to delete the contents of your Download folder on a regular basis to protect the Client's Privacy, especially if working on a shared computer.