How to Add a Document to the Client Timeline

Steps to Upload a Document

1. In the left sidebar, click the people icon to open the Clients module.

2. Click on the client's name to open their timeline.

3. Click on the "Documents" tab.

4. Click the upload icon (cloud with a downward arrow)  at the top right of the documents area. A dropdown will appear with two options:

   • "Create folder" — to organize documents into folders

   • "Upload file" — to upload a document directly

5. Select "Upload file" and choose the file from your device.

6. The file will appear in the Documents tab once uploaded.