Manage Documents

Access Documents Page

Add a Document

View Uploaded Documents

Edit Document Details

Remove Document

Access Documents Page to Upload File

1. Open the Dashboard.
2. Under More, click Documents.
   

Add a Document

1. From the Documents page, click Add Document.
   
   
2. Verify the Account, Owner and Category; change information as necessary.
3. Click Browse to select a file from your computer.
4. Type a Description of the file.
5. Click Add Document.

View Uploaded Documents

1. Open the Documents page within the Dashboard module.
2. Find the document in the list. Click the document's icon for a quick preview.

Edit Document Details

1. Find the document that you wish to edit in the list. Under the action menu, click Edit.
   
2. From the Document Details page, edit the following information as necessary:
   • Account
   • Owner
   • Category
   • Document Name
   • Document Description
3. Click Edit Document to save the changes.

Remove a Document

1. Find the document that you wish to remove. Under the action menu, click Remove.
   
2. Type a reason for removal.
3. Click Remove Document.