How to Add an Attachment

Attachments are an advanced / premium feature that needs to be turned on. If you do not see the small paper clip on the far right of the client screen in your app please contact and we will enable this feature for you. 

Feature off

Feature enabled

When the feature is enabled, to add an attachment, click on the paper clip under "Attachments"

 A box will open, "New Ref for" <Client Name>. Choose the file and click "Import".

If you are in a specific Client ATB, under "Attachments" you will see all the attachments associated with that ATB. 

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