Client Services Salesforce

Adding a Document to a Client's @Work Files

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As @Work staff meet with clients, we need to upload documents to their @Work files for future reference. Documents like the Retention agreement and other documents from their job can be uploaded to the @Work Program Engagement and only @Work staff and Atlanta Mission leaders will be able to see it.

This article describes how to add a document to a client's @Work File. 

From the Client's @Work Program Engagement.

1. Scroll down to Files.

2. Click Add Files.

3. Click Upload Files.

4. Doubleclick the File you want to add to the Client's @Work files.

You can upload jpgs, pdfs, docx, xlsx, pngs, and other file types.

5. Wait until the file uploads and and the green checkmark appears.

6. Click Done.

The file has been added to the Client's Files!

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