View a client’s uploaded 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

 

If you click on the client profile

New Contact profile.png

 

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

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

New View clients files.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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