Upload client document

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

Updated over a week ago

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

  1. Navigate to the Clients page

  2. Select the client for whom you would like to upload a document for

  3. Go to More Actions in the upper-right corner, then press Upload Files from the dropdown

  4. Drag and drop or upload a file

  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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