You can upload documents directly to a client’s profile — including intake forms, referral letters, or any other relevant files in PDF, JPG, PNG, or GIF format.
Uploading Client Documents
Go to Clients → Click on the client's dashboard
Select Client Profile tab (left sidebar)
Select Uploaded Documents tab
Here, you can click the box or drag and drop your file.
Supported file types: PDF, JPG, PNG, GIF. If you need to upload another file format, email us at [email protected].
Files uploaded here are private and only visible to your team. Nothing is shared with the client.
Rename, Delete or Download
Click the three dots on the right-hand side to rename, delete, or download the file.