Upload a Document

How to Upload a Document

1. To upload a Document, enter into any record you would like the Document to be associated with. Find the ddocument section of that record, in this layout, the tab labeled “Documents & Notes” will house the Document section.

2. Under “Documents” choose the folder you would like to add the document to. You can either upload PDFs, Images or Word Documents by dragging and dropping the Document into the record. You can also click to upload a Document from your computer files.


If you need further assistance, please watch this video:

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