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  2. Client Management

Add Client Documents and Share

Follow these steps to add documents to your clients profile within your advisor account

  1. Locate the client that you wish to add a document about from the "Clients" tab on the navigation bar or on your home dashboard. Select that client.

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  2. Once you are on their dashboard, click the "Documents" tab.

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  3. You can add a file or document using the green “Add Document” button in the top right corner of the page.

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  4. Drag and drop the files or documents you'd like to associate with your client or press  "Choose a file" to upload it from your computer.  You can add multiple documents at once.

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    NOTE: Once you have chosen the document you want to add for the client, you will be able to add document details, add a discussion to the document, link the document to related items, and add notes to the document. 

  5. Once you have added the document you can add more information about the specific document,  such as details, notes, or a discussion.  When done you can either share it with the client or keep the document private.  If you decide not to share you can always share it at a later time. 

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  6. To share the document, scroll down on the Documents tab until you see "My Private Files." 

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  7. Press the blue button that says "Share" to send it to your client. 

  8. The document will be moved to the above category labeled "Shared Files." 

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