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You can upload documents or photos in the NOTES section of your client’s profile

Click +ADD NOTE in the top right corner

You can fill in any of the other fields as needed

Click Add file/photo to attach your file

1. Click +ADD NOTE in the top right corner
2. You can fill in any of the other fields as needed
3. Click Add file/photo to attach your file
4. Click SAVE

How to add documents or photos to your client’s profile

Attaching files to client notes

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