Saving Documents to Client Records

1. On the left-side menu click "Program Management"

On the left-side menu click "Program Management"

2. Click "Client Mgmnt" on the sub-menu

Click "Client Mgmnt" on the sub-menu

3. Scroll down, find the client and click on its name to open their profile

Scroll down, find the client and click on its name to open their profile

4. Click "Documents" on the sub-tab menu

Click "Documents" on the sub-tab menu

6. Drag and drop files here. Supports: PDF, DOC, DOCX, XLS, XLSX, PPT, PPTX, JPG, PNG, GIF

Drag and drop files here. Supports: PDF, DOC, DOCX, XLS, XLSX, PPT, PPTX, JPG, PNG, GIF

Hibox for Nonprofits