Uploading documents and files into your client's file allows you to keep your desk free of paper and all client data securely stored in one place.

💡 coreplus supports the following file types:
​txt,pdf;csv;xml;doc;docx;xls;xlsx;ppt;pps;pptx;odt;ods;pdf;zip;rar;7z;tz;tar;wav;mp3;wmv;mpg;mpeg;mp4;mp2;aac;flac;mov;avi;divx;xvid;dat;jpg;jpeg;png;gif;bmp;htm;html;xhtml;tif;rtf;msg;pages;

💡 Files scanned from documents can't be uploaded directly into coreplus due to security reasons. You'll have to remove the HTML attachment and separately save the file as a PDF on your device by opening it, right-clicking on it, and selecting Print > Save as PDF.

💡If re-saving the file as a PDF doesn't work, then please compress the file into a ZIP file and upload it to coreplus. You can compress the file in your device by right-clicking on it and selecting Compress to > ZIP file.

🛑 Files may fail to upload if their names contain special characters such as ' , / - & $ () {} | etc. Try removing these special characters and uploading the file again
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1. From the Client List, select the client you wish to upload files into

2. Click on Files
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1. Select one or more files and drag them into the files section

1. Click on Upload

2. Select the file, then click Open

1. Click on New Folder to add a folder within the files section

2. Enter the name, then click OK to save

1. Right-click on a file and select Assign to

2. Find the appointment, set the association type, then click the + symbol

Download, preview, move to, rename, attach file to email, assign to an appointment, or delete a file

Right-click on a file or folder to be presented with options specific to the file type.

💡 Only image files and PDF documents can be previewed. You will need to download to view other file types.
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💡 You can select multiple files by pressing CTRL or Command on the keyboard while clicking on the files.