IntakeQ provides a file management system that allows you to view, upload, and manage files associated with a given client. You can access the file manager by navigating to a client profile and opening the "Files" tab.
To upload a file, click on the "Upload Files" button or simply drag and drop files from your computer to the "Files" tab.
Mapping Form Attachments to Folders
Disabling the Files Tab
The account admin can use Roles to assign who in the organization has permission to see, upload and manage files.