Add Multiple Documents to Client Record


This 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.