You are able to upload documents for your client such as ID, Reports, Service agreement, etc. Clients and leads also have the ability to upload documents. To get started uploading documents you can select the client you are wanting to upload for. Once selected click on the Documents tab.

You can now click the green Document Upload button.

Once the box pops up you can enter the file name, and select a file type. File types can be ID, Copy of SS, Proof of Residence (POR), Service Agreement, and Other/Supporting Docs. Once you select the file from your computer you can click the blue Upload Document button.