It is crucial to have your clients' information and documents available to you in one place. When you want to send a document to a client and only to this client, the solution is to upload this document to this client's file. Let's find out together how to do it.

1. Go to the file of the desired customer “Customers” -→ Click on the customer name.
2. Go to the “Attachments”, drag your file into the blue box or click on Drop here the files you want to upload
3. To delete: Click on the red cross on the right of the screen.
4. To forward the email, click on the green envelope on the right of the screen. Make sure your email account has been configured!