Upload a document to a Clients File

Step 1 - Select the Clients name you wish to upload files and documents to


Step 3 - Select 'Files'


Step 4 - To create a folder click on 'New Directory'


Step 5 - Type the name of folder and click 'Create'


Step 6 - Select Folder you wish to upload files to

Note: You will notice the Working Directory name will change to the file you have selected. This means you are working with this folder


Step 7 - Click on 'Choose File' to select the file you wish to upload from your PC/Device


Step 8 - Once file is selected, click 'Upload'


Step 9 - The file will now save in the folder in your coreplus account

James Hogan -

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