Updating a client’s Files

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by Ryan Hallett
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From your 'My Hub' page (please see below)

New Hub.png

 

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

New Contacts.png

 

Click into the clients profile.

New Contact profile.png

 

Head to 'Assignments' from the list below the client profile picture and click 'Files'

New contact assignments.png

 

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

New manage files button.png

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