Add a document 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.
 NOTE: You can't create a folder and a link with the same name they must be labelled differently.

 TIP: Supported file types: bmp, csv, doc, docx, gif, jpg, jpeg, odp, ods, odt, pdf, png, ppt, pptx, rtf, txt, xls, xlsx, xml.

1. From the File storage tab, choose where you want to add the document. 
2. From the Actions drop-down, Select Add files.
3. In the side bar, click Select files.
4. Choose your files from the file explorer to upload.
5. Once uploaded, select Close.

Add a link to File storage

Understanding user roles in Client Management