Add Multiple Documents to Client RecordThis form also allows you to add more than one document to a client record using drag and drop.
In the Document / Phone calls tab
Drag and Drop multiple documents onto the Documents section in Client Details
The Add files to Client dialog box will display
Click Ok to attach the documents
By default, the logged in user is added as the Document Owner
This can be amended by using the drop down in the grid to change the owner.
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