Articles on: Clients

How to attach documents in a client message?

Login CaseFox -> Dashboard -> Clients -> Messages -> Add Documents

Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Click on Clients from the sidebar.
Go to the sub-tab messages and choose the desired communication log.
Double click on it, a new window will open.
Under add message, add your note and click on save.

Updated on: 26/04/2023

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