Managing Client Files

Upload and organize files from within your Builder Prime account

Secure your client’s documents in the platform to easily access them as email attachments. 

To upload your client’s documents, simply open their client record. Scroll to the bottom of the screen and you will see this unlabeled window at the lower right corner, below the “Additional Contacts” widget. 

Click into that box to select your file from the browser or drag and drop it to the screen to upload. In this example, we have uploaded a pdf file. As shown, the system identifies the size and upload date of the file for your reference.

Note: that the file must be under 50 mb to be uploaded in the system.

Click the item to view the file in a new window. You can also delete your files by clicking the checkbox and the red “move file to trash” button below the gray bar. If this was a mistake, you can always retrieve your files from the Trash tab of the window. 

In the Trash tab, select the file that you want to restore or permanently remove in the system. Click on the green button to restore the deleted file, or the red button to delete it forever.

Attaching Files in Emails: 

In your client record screen, go to the Client Activity window and select Email. Create a new email or use an existing template. Notice that you now have three options under the Attachments section, namely: Client Files, Company Files, and Project Contracts. Click the client files to access your recently uploaded document and attach it to the email. Send the email when done. 

NOTE: You can only access client files and project contracts when creating an email in a client record. Company files are the only documents you can access when creating email templates in Admin > Configure.