Unfortunately not. We allow you to upload one file at a time so that you have the opportunity to:
add a description for each file that you attach to the client record
add a keyword so that you can categorise the file
We realise that this might prove slightly frustrating when you are back-filling records but once you switch to a normal day to day usage model we hope this approach ensures that your client-related files are structured and well organised.
add a description for each file that you attach to the client record
add a keyword so that you can categorise the file
We realise that this might prove slightly frustrating when you are back-filling records but once you switch to a normal day to day usage model we hope this approach ensures that your client-related files are structured and well organised.
Updated on: 29 / 07 / 2022