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How to Add Client Documents

Adding client documents to Cerely allows you to securely store important information such as contracts, pricing schedules, service agreements, compliance documents, and other relevant files. This ensures your client records are complete, centralised, and easily accessible for your team.

1. From the main menu on the Cerely dashboard, click on the Client tab



2. From the client list, click on the client name you wish to upload documents to



3. From the left-hand menu, select Documents



4. Click the Upload Document button on the right-hand side 



5. Enter your preferred document name. Give the file a clear and relevant name (e.g., 2025 Service Agreement) and select upload file to locate from your computer to save to the client file



6. Click on the Add button



Your document will now be stored securely in the client’s profile and can be viewed, downloaded, or deleted by users with the appropriate permissions.