You can add documents in the client's "Files" tab.
1. Click "Files"
2. Select "Upload"
3. Consider the details carefully, you can click drop down to choose from category (ie, kind of documents, sub type, and dates).
Check this guide to learn more about "Period"
FAQ:
Q; Can I bulk download any documents?
A: Sure, but you need to reach us out, we will import this via back end.
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Document Sub-Type for Reference Document
For Retrieving documents, click here