Can I upload multiple files at once?

Unfortunately not. We allow you to upload one file at a time so that you have the opportunity to:

  • add a description for each file that you attach to the client record
  • add a keyword so that you can categorise the file

We realise that this might prove slightly frustrating when you are back-filling records but once you switch to a normal day to day usage model we hope this approach ensures that your client-related files are structured and well organised.

Related Articles
How do I customise attachment keywords?

Need More Help?

We understand that not everything is black and white, so if you need some help, click "Submit A Request" ticket and one of our team will help you out as soon as possible.

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