Adding and Managing Files

Overview

Attaching files to your Household, Individual, or Organization record is a great way to keep track of information about your clients or prospects that you don't want to enter manually. These files will stay attached to the record and can be viewed as needed, giving you quick access to supporting documentation whenever you're working with that client. This article outlines how to add these files to your records and how to access files once added. 

• Adding Files
• Viewing Files

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Adding Files

To add a file, navigate to the record where you want to attach the file and scroll to the Notes & Files section in the record side panel.

Expanding this section will reveal an area to upload notes and one for uploading files.

Under the Files section, there are three ways to upload a file:

1. Dragging and dropping files into the Files section from your computer will attach them to the record.
2. Clicking the Upload Files button will open a menu for you to select a file from a location on your computer for uploading.
3. Clicking the caret button in the top right of the Files section reveals an Add Files option, which will open a menu for file selection.

Regardless of which method is used, the system will upload the file to the record you are currently viewing. For example, a file uploaded in this screenshot example above would be attached to Feldman, Dirk & Anya Household's client record.

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Viewing Files

To view a file added to a client or prospect record, navigate to the Notes & Files section on the record side panel.

The most recently uploaded file will display in this space with a View All button. Clicking the View All button will navigate to a page that lists all the files attached to the client or prospect record you are viewing. Note that the record side panel is displayed in a modified form to indicate that these files are nested within the client or prospect. 

On the list page, there are several features to access and edit already attached files.

1. The document title will display in this column field, and clicking it will load a document preview. In the preview, the document can be downloaded, shared, and deleted.
2. Click this caret to reveal a drop-down of document options, such as downloading, sharing the document, generating a public link, and uploading a new version. This drop-down also includes options to view and edit file details, and to remove or delete the file from a record.
3. Add files through this button, which will open a pop-up selection menu displaying documents already in your Practifi instance that can be selected to be attached to the record. From this pop-up, the option to add new files is available.
4. Refresh the table with this button to ensure that all newly uploaded documents are displayed in the table.