How to add a File Attachment

How to add a File Attachment

To add a File Attachment in My Clients Plus, select the client in the top drop down box and click on the paper clip icon:

Click on Add New File and select a file from your computer.  Click Choose and then click on the Upload File Now button.

After the file has been uploaded, you can enter a custom description.

A file that has been uploaded, can later be downloaded or deleted.  Select the file attachment by checking the box and then click on the appropriate button.

If a file is selected and the Download button clicked, the message at the top will change.  Click on "here" to download the file.

NOTE:  There is a per file size limit of 5 MB.