How to do it
These steps are for PlanWell on the web.
- Open the event’s Documents section and choose Upload. Files upload privately. Use New folder to organize the library, and set Category when editing a document’s details.
- Open the document to review its preview, name, and caption. Select Visible in client portal only when clients should have access, then choose Save details.
- To replace a document while preserving its history, choose New version from the current version. You can open or download earlier versions from Version history.