Drag and drop any file, including images, PDF, word document, audio, or video files, to quickly and securely share with your client.

How to share a document

  1. Select a clients chart from within the Client Directory

  2. Click the "Files" tab.

  3. Click "Add files."

  4. Drag and drop any files you would like to share from your desktop, or click "Upload a file" to search for a file on your computer.

  5. Choose the privacy setting for each file, either private or shared (shared files are viewable by clients)

  6. Select "Upload"

And... you're done!

Now you can review, download, and upload documents with confidence. Nice work!

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