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.