Workflow attachments allow you to:

You'll find workflow attachments by selecting Edit Workflow from the workflow menu:

There you can select whether that attachment should be added to existing clients already in that workflow today, or only clients who will be added in the future:

You can select add attachment to find a file to upload:

Now when a client is added to this workflow, a new copy of this file will be created and added to their client card:

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.

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! 🙋‍♂️

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!

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