video1.0<iframe src="https://www.loom.com/embed/4b9f6f09471244f6a9365b61d9cad300" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/4b9f6f09471244f6a9365b61d9cad300-3e3318813cada31a.gif94.5This Loom explains how to upload, find, and manage client documents in the Files tab. Staff can open the client profile, go to Files, and use the plus Files option to upload PDFs up to 100 megabytes, then search by document name and use date filters such as today, this week, this month, or older. Uploaded files can be opened via a secure access link and may open in a new tab depending on the browser, with eligible staff able to delete files. The Loom notes that deleted files cannot be restored and that files do not affect booking, checkout, pricing, or Avery.