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View a client’s uploaded files

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

Screen_Shot_2019-10-17_at_12.45.39.png

If you go to the 'Menu' icon in the top right...

Screen_Shot_2019-10-17_at_12.04.20.png

then select 'Contacts' from the options

Screen_Shot_2019-10-17_at_12.49.41.png

Screen_Shot_2019-10-17_at_12.49.53.png

If you click on the client profile

Screen_Shot_2019-10-17_at_12.54.34.png

You can then select 'Assignments' from the list below the client profile picture

Screen_Shot_2019-10-17_at_12.55.35.png

Click 'Files' which will show all 'Assigned Files' as well as 'Uploaded Files'.

Screen_Shot_2019-10-17_at_14.39.57.png

 Simply select 'Uploaded' from the top of the page to view any uploaded files from that specific client.

 Screen_Shot_2019-10-17_at_14.40.11.png

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