Uploading a file to a client's profile
Files uploaded to a client's profile in Prospo are stored securely and linked to that client's record. You can upload documents, recordings, spreadsheets, presentations, and more — up to 100 MB per file.
Steps
- Open the client's profile and click Files in the client navigation
- Click Upload File
- Select one or more files from your computer (up to 5 at a time)
- Choose a file type category from the dropdown
- Optionally add a description
- Confirm the upload
The file appears in the client's file list immediately after upload.
File type categories
When uploading, you'll select the category that best describes the file:
CategoryUse for
File Note
AI-generated or manually written meeting summaries
Note
General client notes
Media
Audio and video recordings
Transcript
VTT or JSON transcript files
Fact Find
Completed fact-find documents
SoA
Statement of Advice
RoA
Record of Advice
Presentation (.PPTX)
PowerPoint presentations
Other
Any other document
File size and format
- Maximum file size: 100 MB per file
- Accepted formats include PDF, DOCX, PPTX, PPT, MP3, M4A, WAV, MP4, JSON, VTT, CSV, and common image formats
Where files are stored
Uploaded files are stored in your organisation's cloud storage (Azure Blob Storage or SharePoint, depending on your configuration) and are accessible from the client's Files page. Each file is linked to the client record and can be filtered, searched, downloaded, or previewed.