To add files or scanned information of the client we must access to:
Once you see the list of customers click on to access the client's file:
Now, we will access to the Files section:
When we click, we will see a window like the following:
To upload the file press the button You can also add a name and a description. You can also select the option to show the file in the client's personal area. This is useful when you want to share documents with your client's.