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Attaching files to client notes

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

Olivier Mills avatar
Written by Olivier Mills
Updated over a year ago

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

  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

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