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Uploading documents

It would be nice to be able to upload documents from a computer rather than a separate application.

We have lots of paper contracts and forms that we would like to be able to scan and upload directly to a client profile. This is a simple fix but would be very helpful.

Thank!

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Jefferson shared this idea  ·   ·  Report…  ·  Admin →
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  • Anonymous commented  ·   ·  Report

    I very much agree.

    Any headway on this feature?

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