Uploading Documents to a Client or Contract

Overview
Easily attach important files—such as contracts, reports, or spreadsheets—directly to your client or contract record for centralized access.

Steps

1. Navigate to Clients (or Work → Contracts) and open the desired record.

2. Click the Documents (or Contract Files) tab.

3. Enter a descriptive File name.

4. Click Choose a file and select from your local drive.

5. Click Submit (or Save) to upload.

Tips

• Use clear names (e.g. “Q1 Financials.pdf”) so teammates can find files quickly.

• Keep file sizes under 10 MB; for larger files, use shared-drive links in the Discussion tab.

Troubleshooting

• Upload button grayed out? Ensure you’ve entered a File name and selected a file.

• Wrong file attached? Click the “×” on the thumbnail to remove, then re-upload.