Storing Client Files In The Client Card

Upload and store files as attachments in the client card in Hubly.

Ron Gorodetsky avatar
Written by Ron Gorodetsky
Updated over a week ago

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

Need A Hand?

Product Guides

We created a collection of useful Product Guides to let you explore Hubly and get familiar with all of the different ways that our product can make you more productive and simplify how you run your practice.

Need more in-depth help?

If you've checked out the Help Center and still need some guidance, you can use the in-app Live Chat to send us a message. You can also reach your Implementation Lead directly. We're here to help, just ask! πŸ™‹β€β™‚οΈ

Not a Hubly user?

We would love to learn more about your challenges and see if Hubly can help your firm grow. Schedule a free strategy call with us directly to get started!

What's next?

Did this answer your question?