Upload a document to a Clients File
Step 1 - Select 'Client List'
Step 2 - Click on the Clients name you wish to upload files and documents to
Step 3 - Select 'Files'
Step 4 - To create a folder click on 'New Directory'
Step 5 - Type the name of folder and click 'Create'
Step 6 - Select Folder you wish to upload files to
Note: You will notice the Working Directory name will change to the file you have selected. This means you are working with this folder
Step 7 - Click on 'Choose File' to select the file you wish to upload from your PC/Device
Step 8 - Once file is selected, click 'Upload'
Step 9 - The file will now save in the folder in your coreplus account
Daniela Bozinoski -
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