The Application Linked Files screen allows users to manage the locations of client files. These files could included anything that relates to a client such as references, bank statements, etc.
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| title | Opening the Application Linked Files Screen - Click here to expand... |
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| - From the Application menu, select Linked Files.
- From the sidebar, select Application then Linked Files.
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| title | How to Add a Linked File - Click here to expand... |
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| - On the Folder Browse screen click on the folder that you wish to upload the file to.
- Click on the Upload button and the Select File to Upload dialog will be displayed.
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- Locate the file that you wish to upload and click on Open.
- The file will appear in the Linked Files panel.
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- The document will now be physically located in the Application Linked File directory. You can click on the Explore button to open the physical directory in Windows Explorer.
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