Click 
on the toolbar.
You can attach documents to a client's profile so that employees can reference the documents before the client's next appointment.
Tip: You should create a common folder called "Client Documents" on the computer where you have the Millennium database located. This allows you to keep all of the documents you upload to client profiles together in the same location.
Click on the toolbar.
The Appointments for window displays.
In the Client field, type the client's name in "lastname,firstname" format and press Enter, or double-click in the field and locate the client's profile using the Quick Search window.
The client's details display.
Right-click on the client's name and select Edit View/This.
The client's profile displays.
Click the Docs & Media tab.
Click Documents.
The Client Media window displays.
Click Edit.
Click Attach New File.
The Please select the new file to link window displays.
Select the document.
Click OK.
The document uploads to the Client Media window.
Click Save.
Tip: To view the document, repeat Steps 1-5 and click View File.
Attaching a Confidential Document