Add a link to File storage

Adding web links to file storage in Client Management makes it easier for you to access online resources and important info while working.

1. From the File storage tab, choose where you want to add the web link. 
   
2. From the Actions drop-down, Select Add Link.
3. In the side bar, enter Name for link and URL.
    NOTE: You can't create a folder and a link with the same name they must be labelled differently.
   
4. Click Save.
5. When the success window appears, select Close.

Your new link will now show in the chosen location.

Add a document to File storage

Understanding user roles in Client Management