The Files tab is the client's document library — incorporation papers, identity documents, contracts, signed engagements, anything you need to keep against the client.

  1. Open the client's detail page.
  2. Click the Files tab.
  3. To organise documents, click Add Folder and give it a name (e.g. "KYC", "Engagement Letters", "Tax 2026").
  4. To upload, click Upload or drag-and-drop files directly onto the file area.
  5. Pick the target folder (or leave at the root).
  6. Files are uploaded and appear in the tree.

Each file has an action menu to Download, Rename, Move, or Delete. You can also see who uploaded each file and when.

Tip: Connect a Google Drive folder (Settings > External Integrations) to keep client files in sync with your Drive — useful if your firm already organises documents there. Files uploaded in either place appear in both.

Note: Documents captured during KYC (proof of identity, proof of address, AML search results) are kept in the KYC tab rather than in the general Files tab, so the verification trail stays separate from working files.