Sending and uploading files

The file center for a client journey is a great place to share information, brochures, resources, and anything else a client or contact might need. They can also upload their own files as well.

Sharing resources from your resource bank

Every doula and team has a resource bank to upload commonly shared files, so they can be sent easily to clients. For more information, view the article about our resource bank.

1. Open a client journey
2. Go to the Files tab
3. Click Browse Resource Bank at the top
4. Check the box next to any resources you want top share.
   1. Note: They can be previewed with the icon on the right side
5. Click Share
6. The client will be notified via email that they have files shared with them

Uploading a custom file

1. Open a client journey
2. Go to the Files tab
3. Click Upload File at the top
4. Select a file from your device and click Next
5. Enter a name and optional description for the file
   1. The name is pre-filled with the name of the file and likely needs to change
   2. The description is not shown to the client
6. Click Save