How do I send a document or a file to a client?

There are 3 ways to send files to your client:

1. Send via the conversations tab.
2. Attach a document to a Client Task
3. Create a Client Task request and insert a link to a document, folder or file in a cloud storage solution such as Box, Dropbox or Google Drive.
4. Upload a document to the file manager then create a client tasks to let the client know you have upload the file and what folder they can find it in