The Document Storage Module allows for client documents to be uploaded, viewed, and downloaded.
- To enable or disable the Document Storage Module, click the icon located on the bottom right of the block. If the Module is enabled, as shown in the example above, then the icon will be a red "-". If the Module is disabled, a red "+" will be displayed and can be clicked to enable the Module.
Once the Document Storage Module has been enabled, you will have access to Document Storage functionality. Documents can be attached to client records under the document tab.
