This is a storage area for any documents or images that you may want to attach to the current client.

It is typically used for scans of signed terms or contracts.

To access the Client Extra Documents area click the “ex” icon on the black bar at the top of the client record screen.

To upload simply click the upload button at the bottom of the resulting popup window and select the document you wish to upload.

The uploaded document will appear in a listing allow you to view it.