Loading a Document to a Client File

1. Login to Visuwell
2. Click on Manage Clients on the left
3. View Client’s Client File
4. Click Document Center
5. Click New Document
6. Click Select File
7. Select File and Click Upload

The document will appear in your client's documents once successfully uploaded.

The document will not be accessible to the client. It is only accessible to the client if you send the document as an attachment in a message.