Uploading Client Files

This article outlines the steps for uploading client files to the FORTH CRM. Contacts can have a variety of files that are uploaded and attached specifically to a particular client.

1. From the Client Dashboard, click on the Docs nested tab shown below (i.e., subtab).
2. You may either click the Browse link shown in the image below, or you may drag and drop the file you wish to upload.
   

3. The Open File window opens. Navigate to the file you want to attach to this client, and click Open.

   NOTE
   Supported file types are: doc, pdf, wav, mp3, txt, xls, jpg, png, gif

4. The following dialog box will appear. In the "Select" dropdown menu, choose the type of document you are uploading. **For documents that you would like FORTH Customer Support to view, select the "ACH Authorization" Document Type (see the example below).**
5. In the Description field at the bottom of the dialog box, enter a description for the file you wish to upload. This will help you identify files in the future.
6. Click Upload to complete uploading the file. Depending on the file size and your upload speed, it may take a minute or two to complete the upload.
   

7. The file you just selected can now be found on the Docs nested tab under the Uploaded Files subtab as pictured below.

   NOTE
   The page may need reloading before the information is updated on your screen.

    

   

IMPORTANT: Documents are automatically ordered based on their timestamp, regardless of their category, when the Sort by Date filter is applied (See red highlight in the image above).

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