Most businesses are operating more electronically in the paperless office.  However, users will always need to save files to the Client or Account record whether those are soft or hard copy files.

Files can be dragged and dropped into the Account File directory for each Account.  FinConnect will then display a list of these files that users can drill down into (using the 3 dots) to open and view.  This lesson covers the super quick and easy way to save files to the Account record.