The following file types can be attached to client records:

Video Files:


Audio Files:


Image Files:


Word Documents:


Document Files:


Powerpoint Files:


Text Files:


Spreadsheet Files:


Compressed File


Additional file types


The maximum file size that you can upload/attach is 8MB.

You can also link out to a file or folder stored within an external source like Google Drive, OneDrive or DropBox.
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