This section of Arranging Director allows you to attach files to this client record.

Open a record and navigate to Client Arrangement > Files.

Click on the ‘+Add A File’ button at top right. A pop-up window will appear to browse to the file (no larger than 3 MB) on your computer. Click ‘Find File’ and then add a File Name and Description. Click on Upload Document.

The new file will display in the chart below with the options to view, delete, and edit the file name and description.

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Pre-Need Funding →

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