> For the complete documentation index, see [llms.txt](https://help.whautomate.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.whautomate.com/product-guides/client-crm/client-documents.md).

# Client Documents

This guide provides detailed steps on attaching documents within Client profile in your Whautomate account.

## How to add Client Documents

#### Step 1:  Please Go to Notes menu 

#### Step 2: Select the Add new button and Click the Documents button

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FccOGZUYJV3F2vUlGyvtt%2FScreenshot%2031-8-2023%20at%2005.13%20PM.png?alt=media&amp;token=b099f912-5720-4ef5-98ae-6fb64ed487b8" alt=""><figcaption></figcaption></figure>

#### Step 3: Upload the file you want in the format mentioned below&#x20;

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FDsx7MXSl3DQzYRElLJmf%2FScreenshot%2031-8-2023%20at%2005.49%20PM.png?alt=media&amp;token=dfc9efcc-baa9-4072-bca1-a39c37125d49" alt=""><figcaption></figcaption></figure>

#### Step 4: Please make sure  that you have selected  the correct files and press the Save button

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2F55pAHSBpKo2lpADeCR4W%2FScreenshot%2031-8-2023%20at%2005.49%20PM(1).png?alt=media&amp;token=039c44c1-cbf0-44eb-a694-02016e0a1f5a" alt=""><figcaption></figcaption></figure>

## How to add Charts

#### Step 1:  Please Go to Notes menu

#### Step 2: Select the Add new button and Click the Chart button

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FxOiZJQoswUHFuKNwVDhp%2FScreenshot%2031-8-2023%20at%2005.54%20PM.png?alt=media&amp;token=8d321a65-2dab-46f3-8297-4a40522d4648" alt=""><figcaption></figcaption></figure>

#### Step 3: If you want to custom Chart Instantly  you can Select the Use without any button&#x20;

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2F3wxtGbW4z2H91dc723hI%2FScreenshot%2031-8-2023%20at%2006.12%20PM.png?alt=media&amp;token=4449ee5e-b4f1-4286-9cee-1b029172327e" alt=""><figcaption></figcaption></figure>

#### Step 4:Using these buttons you can edit your Charts&#x20;

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FHpOWS0yhQIn35YoELXVh%2FScreenshot%2031-8-2023%20at%2006.25%20PM.png?alt=media&amp;token=c13b468b-2942-44c0-9fe0-050df649a399" alt=""><figcaption></figcaption></figure>

Step 5: After Editing your chart Press the Save button

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FyJJc0elqCL65MCN1OELc%2FScreenshot%2031-8-2023%20at%2006.25%20PM(1).png?alt=media&amp;token=5619150b-4bed-42d3-a718-416936c39b8b" alt=""><figcaption></figcaption></figure>

## How to Create chart template

#### Step 1:  please Go to Notes and select the Chart button

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FxOiZJQoswUHFuKNwVDhp%2FScreenshot%2031-8-2023%20at%2005.54%20PM.png?alt=media&amp;token=8d321a65-2dab-46f3-8297-4a40522d4648" alt=""><figcaption></figcaption></figure>

#### Step 2: press the go to settings button&#x20;

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FCRo79I1KW45NPkM3VNik%2FScreenshot%2031-8-2023%20at%2006.13%20PM.png?alt=media&amp;token=b522f7b2-ede7-48c7-b3be-5c5303dec189" alt=""><figcaption></figcaption></figure>

#### Step 3: Press the Chart template button&#x20;

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FL4Q8RYCSAhtZTmA5ovUT%2FScreenshot%2031-8-2023%20at%2006.22%20PM.png?alt=media&amp;token=de4595b6-98a6-479e-90f9-1cd8b62b3f98" alt=""><figcaption></figcaption></figure>

#### Step 4: Please select the File you want to add and Press the Save button

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FYSgZR7ZFn3tZ6OqF5Xun%2FScreenshot%2031-8-2023%20at%2006.31%20PM.png?alt=media&amp;token=b12a6dd6-e11f-469e-926b-042885cabf78" alt=""><figcaption></figcaption></figure>