STOP HERE: Only follow this guide if you have been asked to upload a document via library specifically. If not follow

Uploading Documents to Client Panel

Here you can find the steps to upload a document directly from the Documents module, via the Document Library.

Step 1: Navigate to ‘Documents’

Select ‘Document Library’ from the main menu.

Step 2: Create Document

Click on ‘Create document’.

Step 3: Enter Document Details

Provide the document name, client details, and other information as prompted.

Step 4: Upload File

Click 'Choose File' to upload the file.

Step 5: Save

Click ‘Save’ to finalise.

Tip:

• Use descriptive names and assign accurate categories to keep documents organised.