Attach a document to your customer-file for a better follow-up

Do you receive letters, emails, or documents from your clients that you’d like to store in Clearnox for easy retrieval and to factor into the client file management? Simply add them as attachments in the comments on the client record.

These documents will be easily accessible to all users who have access to the relevant clients’ records.

 Attach a Document to the Client Comment 

 To attach a document to a client’s record, start by searching for the client in question or selecting them from one of the various Clearnox pages. 

 Once you’re on the client record, follow these steps:

    1. Add (1) a new comment or edit (2) an existing comment.

    2. Click on the icon in the yellow box below to select the file to attach.

Or drag and drop your file into the comment section.

    3. Once the file has finished uploading, you can save the comment by clicking the "Save Comment" button.

    4. The attachment will appear in the comment on the client record and on the comment history page.

  Viewing and Downloading the Document Included in the Client Comment  

From the comments section on the client record or from the comment history page, click the name of the document included in the comment.

The document will open in a new tab of your web browser. You can download it if your computer settings allow.