What’s new
Pulse360 now has a centralized Files experience that lets advisors upload, organize, and access client and meeting files from multiple places—without jumping between tools.
Now, you can be prepared for a meeting without having to click around to find important files you need for a meeting. Look Professional..not disheveled.
Where users can access files
1. Meeting Workspace → Files
Access Meeting Files directly inside a meeting
Quickly reference documents while:
preparing follow-up emails
reviewing meeting notes
sharing files with clients
Toggle between:
Meeting Files
Client Files
Upload new files on the fly or open existing ones
✅ Makes meeting prep and follow-ups faster and more contextual
2. Contact Dashboard → Files
Dedicated Files tab on each contact
Grid-based file view with:
upload tile
file size
upload date
file type tags
Filter by:
All Files
File Type (e.g. Estate Documents)
Uncategorized
Quickly see how many files are attached to a contact
✅ One place to view everything tied to a client
File organization & management
Upload & storage > Practice Files tab
Upload files directly into Pulse360
Files are stored centrally and reused across meetings and contacts
File Types (Categories)
Assign one or more File Types to files
Bulk-select files and Apply File Types
Existing file types are preserved when adding new ones
Available default types
Create & manage File Types
From Settings → File Types:
Add new custom file types
Rename existing types
Delete unused types
See how many files are associated with each type
✅ Flexible enough to match each firm’s workflow
Why this matters
No more hunting through emails or notes for attachments
Files stay connected to clients and meetings
Advisors can prep faster, communicate cleaner, and stay organized at scale