Updating a client’s Files

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by Bruce Milne
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From your 'My Hub' page (please see below)

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On the left hand side of your account, you will see the side menu in which you can select 'Contacts'.

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and hit 'Assignments' from the list below the client profile picture and clicking 'Files'

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You will then be able to update any files assigned to that client by clicking the 'Assign Files' button at the bottom of the screen.

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