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How can we improve My Clients Plus?

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View Attachments Online

I upload attachments into my client's accounts, and would like to be able to view the attached files online.

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Jacqulyn Nelson shared this idea  ·   ·  Report…  ·  Admin →
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  • nathancalvino commented  ·   ·  Report

    Agreed! I'm considering going paperless, and this would be a huge help.

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