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in this segment Iamp;#39;m going to show you how to upload documents and photos to each clientamp;#39;s file this will allow your office to go paperless to upload a document simply pull up the customer file that you want to upload it to and you will notice at the bottom of the page thereamp;#39;s policies right above the policies we have different tabs one is attachments the other one is photos to upload an attachment simply click on the attachment tab click on add attachment and they give it a name this is where you would upload the deck page the ID cards the driveramp;#39;s license in this case Iamp;#39;m going to upload the deck page this will also help you identify it later whenever you need to retrieve it click on the browse button search for it on your computer youamp;#39;ll notice I have the deck page here double click on it and click submit this will add it to the list of documents that I have in order order to retrieve this document I simply click on the document descrip
