Attaching Documents To Tasks

Documents can be attached directly to an individual task in PracticeFlow.

This is useful where a document relates to a specific piece of work, including documents received outside the Client Portal.

Open the task and use the Documents section in the task side panel, immediately below Client Portal Requests to add files.

Documents attached to a task remain linked to that task and are also available in the main Documents view and download.

If a document relates to the client generally rather than to a specific task, it can instead be attached directly to the Organisation or Individual record. Simply go the the client record, select the client to open the side panel and scroll down to the document section to add documents.