Uploading a file to a client's profile
Files uploaded to a client's profile 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.
Upload a file
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)
Confirm the upload
The file appears in the client's file list immediately.
File type categories
When uploading, pick the category that best describes the file:
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 - anything else
File size and formats
Maximum file size: 100 MB per file
Accepted formats: PDF, DOCX, PPTX, PPT, MP3, M4A, WAV, MP4, JSON, VTT, CSV, and common image formats
Where files are stored
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 can be filtered, searched, downloaded, or previewed.