> 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

## 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="/files/DXjl2yBOV65qsrmU56IJ" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/wIiHRfluVle0vSpOrzBA" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/OZrAr2VdxRtSwjkHDlub" 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="/files/pBh4qSqYMBaweTkO3Eb8" 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="/files/LH4A9uHpKh0TbTHoSuKW" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/ytSVuHuAElnD4N8A96Cv" alt=""><figcaption></figcaption></figure>

Step 5: After Editing your chart Press the Save button

<figure><img src="/files/oEeLnBVN0r9GfAu3oxMA" alt=""><figcaption></figcaption></figure>

## How to Create chart template

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

<figure><img src="/files/pBh4qSqYMBaweTkO3Eb8" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/maIeYVfp5MpkZz0pX25D" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/9aJJ08KWIsCtag8kZWpf" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/UtuEafM8w9mbj7JE2DBS" alt=""><figcaption></figcaption></figure>