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Vital | Storing a document for a client using notes

Vital has an in-built notes section for clients that you can also use for storing related documents for clients eg. credit card authorisation forms.


1. Search for client under "Contacts" section



2. Click on "View Details" on the right for the contact



3. On the right under "Notes" you can choose to "Add note" and in the pop-up you can upload the document for the client




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