How to Add Documents to a Client Profile

Overview 

Uploading and managing Documents is an essential component to running a successful Organization. 

How to Add Documents to a Client Profile

• On the Client Page, click the name of the Client being assigned a Referral Source 
• Once in the Client Profile, click Edit in the upper right corner
• Scroll down, navigate to the Documents tab, underneath the General Details section of the profile

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  • Click the blue “Add Documents” text at the bottom

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  If you have questions or would like to set up a training session, please reach out to us at customers@onestepsoftware.com or 912-455-3639