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:
There you can select the + Add button to upload a file:
You can select the title of a file to view the file in a new browser tab:
You can use the file menu to download and delete the file from Hubly:
Need A Hand?
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! 🙋♂️
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!