video1.0<iframe src="https://www.loom.com/embed/1a364bfbc1524f998c8c2ccfc6152f3d" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/1a364bfbc1524f998c8c2ccfc6152f3d-7a69c41fb4247da4.gif116.978In this tutorial, I walk you through the process of adding documents to client profiles using our platform. You'll learn how to securely upload and organize important files like resumes and IDs directly within client profiles. By the end of the video, you'll be able to manage client documents efficiently. Please make sure to follow along and practice this feature for better client management.