The attachment section on a client card allows you to:

  • Upload and store files for that client

  • Quickly share files related to a client with other team members in your Hub

  • View files uploaded by the client through the client upload portal

  • View copies of templated files created when the client was added to the Workflow (if configured)

You'll find the Attachments section midway down the Client Card:

The attachments section for client files in Hubly

There you can select the + Add button to upload a file:

Uploading a new client file by using attachments in Hubly

You can select the title of a file to view the file in a new browser tab:

Uploaded Client Attachment In Hubly

You can use the file menu to download and delete the file from Hubly:

Download Or Delete To Manage Client Files In Hubly

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