Upload Client document

How do I upload a client document, photo, or file?

Jamie Frew avatar
Written by Jamie Frew
Updated over a week ago
upload document

Here are the steps to upload a client document, photo, or file:

  1. Navigate to the Clients page

  2. Select the client for who you would like to record a note

  3. Go to the Add, then Document on the right-hand top button

  4. Select who else (if any) you would like the document viewable by: Staff, Client, Relationships

  5. Click Save

Our team will be available to answer any further questions you may have. Just reply via messenger or reach out on team@carepatron.com.

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