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.