Upload a consultation document for any client for quick access instead of storing it on Google Drive.
Upload Consultation Document
From the Client List, go to a client's overview screen. Click on Upload Consultation Document to choose a file from your computer to upload. Please note that the file limit is 25 MB.
View uploaded document
Click on the Consultation Document icon to view two options. Choose Open Document to view your uploaded file.
Remove uploaded document
Click on the Consultation Document icon to view two options. Choose Remove and confirm! Now you can re-upload any other document.