To attach documents to a note:
Create or Edit a Note: Begin creating a new note or edit an existing one.
Add Attachment: Look for the "Add Attachment" link located on the right side of the screen, under the "Save for Later" button.
Select and Upload Document: Click on the "Add Attachment" link, browse and select the document from your computer, and then click "Open" to upload it to the note.
Save Changes: Make sure to save your note after adding the attachment to ensure it is included in the note.
This feature is beneficial for incorporating relevant documents into your notes, allowing for more detailed and resourceful record-keeping directly within the client’s profile.