Upload a file

Created by Rocky Webster, Modified on Thu, 11 Apr at 3:54 PM by Rocky Webster

You can upload any relevant files to your Client record.

1 - Navigate to the client record you wish to upload a file to.

2 - Click on Files in the side navigation menu.

3 - Click the Upload new file button.

4 - Click then Choose files button.

5 - Find the file on your computer you wish to upload, then click the Open button. This step may differ depending on your operating system.

6 - Now you can see the file is attached. Click the Save button to save the file to Client Voices.

Note: Clicking the Replace files button will allow you to replace the attached file with a different one.

7 - Wait for Client Voices to finish scanning the file for viruses. If a virus is detected, it will fail to upload.

8 - Now you can see the file is attached, the size of the file, the date it was uploaded and who uploaded it. Clicking the name of the file will download the file to your computer.

Note: You can remove the file by clicking the Delete button.