Video Guide

Article

This article will guide you on how to add documents to a client's profile using Transform.

Step 1:

Begin by navigating to the 'Clients' tab to locate the client whose profile you want to update.

Step 2:

Input the client's First and Last name or their Client ID into the search box and press enter.

Step 3:

Click on the client's profile to access it.

Step 4:

Navigate to the 'Documents' tab within the client's profile.

Step 5:

Click on 'Add Document' to start the process of attaching a document.