Overview

This feature allows you to upload external documents from your computer and attach them to a client's profile in MAXMONEY. This is useful for storing important client-related files, such as scanned identification, proof of income, signed forms, or correspondence, in one central and secure location.

How to Access the Upload Screen:

1. Navigate to Client Administration and select the desired client.
2. Go to the Client Documents section.
3. Click the Upload Document button.

Supported File Formats

You can upload documents in various common formats, including:

• HTML (.html, .htm)
• PDF (.pdf)
• Microsoft Excel (.xls, .xlsx)
• Microsoft Word (.doc, .docx)

Steps to Upload a Document:

Follow this two-step process to select and upload your file.

1. Categorize Your Document:

   • Click the File Type dropdown menu.
   • Select the category that best describes the document you are uploading. Options may include:
     • Wallet Card Receipt Confirmation
     • Standard Conditions
     • Client Budget
     • Email
     • Fax
     • Note
     • Legal Form

2. Select the File from Your Computer:

   • Click the Select File (or "Browse") button.
   • A file explorer window will open. Navigate to the location on your PC where the document is saved. .
   • Select the file and click Open. The filename will now appear next to the "Select File" button.

Finalizing the Upload

Once you have categorized and selected your file, use the buttons at the bottom of the screen to complete the process.

Available Buttons: