Uploading a file to a client's profile
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Files uploaded to a client's profile in Prospo are stored securely and linked to that client's record. You can upload documents, recordings, spreadsheets, presentations, and more - up to 100 MB per file.
Upload a file
- Open the client's profile and click Files in the client navigation
- Click Upload File
- Select one or more files from your computer (up to 5 at a time)
- Confirm the upload
The file appears in the client's file list immediately after upload.
File type categories
When uploading, pick the category that best describes the file:
- File Note - AI-generated or manually written meeting summaries
- Note - general client notes
- Media - audio and video recordings
- Transcript - VTT or JSON transcript files
- Fact Find - completed fact-find documents
- SoA - Statement of Advice
- RoA - Record of Advice
- Presentation (.PPTX) - PowerPoint presentations
- Other - anything else
File size and formats
- Maximum file size: 100 MB per file
- Accepted formats: PDF, DOCX, PPTX, PPT, MP3, M4A, WAV, MP4, JSON, VTT, CSV, and common image formats
Where files are stored
Uploaded files are stored in your organisation's cloud storage (Azure Blob Storage or SharePoint, depending on your configuration) and are accessible from the client's Files page. Each file can be filtered, searched, downloaded, or previewed.