Similarly to our update to Shared Files and Personal Files, our new update to Client Files not only has a fresh look, but also allows you to upload files using drag and drop or by uploading via the file browser.
You're able to further organise documents by creating and allocating them to a folder within your client's file, and search for them in the search bar. You can sort your files by name or date modified.
In addition to this, you are able to assign a file to a client's appointment and set the file's association type to that appointment.
📝 Learn how to upload and manage client files