video1.0<iframe src="https://www.loom.com/embed/3f407ce725ce4896a8fca500698d3833" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/3f407ce725ce4896a8fca500698d3833-13ab9ea92d968c42.gif203.079In this video, I walk you through how to manage and associate files with plans within our system. You'll see how to navigate to the files section, where we provide a structured folder system for reports and fiduciary files. I demonstrate how to create new folders, upload documents, and organize your files effectively. I encourage you to customize the folder structure to fit your needs and to explore the various functionalities available for managing your documents. Please take a moment to familiarize yourself with these features to enhance your workflow.