Adding Attachment to Client Activity Timeline

Step 1: Log in and click on “Clients” in the navigation section.

Step 2: Click on the client that you want to add a note to their activity timeline.

Step 3: Click on the “Activity” tab.

Step 4: Click on “Attachments”

Step 5: Click “Upload File”

Step 6: Click the arrow to return to the Notes screen

Step 7: Click “Add Note”