If you have imported your data from other practice management systems or spreadsheets, then you probably want to upload client files. If you store your files on Google Drive, OneDrive, Dropbox or your desktop, you can easily upload them into client files.


How to import your files

Google Drive

If you have folders created for individual clients that contain files, simply right click on the master folder and click Download. Google Drive will download all of your files in a ZIP file.

When you open the ZIP file, you will see your folders and documents structured in the same way as Google Drive.

Go to the client files page. Create any necessary folders for the client, then drag and drop files from your desktop into the files section. Continue for all clients.


Dropbox

If you have folders created for individual clients that contain files, simply click the three dots on the master folder and click Download. Dropbox will download all of your files in a ZIP file.

When you open the ZIP file, you will see your folders and documents structured in the same way as Dropbox.

Go to the client files page. Create any necessary folders for the client, then drag and drop files from your desktop into the files section. Continue for all clients.


OneDrive

If you have folders created for individual clients that contain files, simply right click on the master folder and click Download. Google Drive will download all of your files a ZIP file.

When you open the ZIP file, you will see your folders and documents structured in the same way as OneDrive.

Go to the client files page. Create any necessary folders for the client, then drag and drop files from your desktop into the files section. Continue for all clients.

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