Manage Documents

Access Documents

Add a Document

View Uploaded Documents

Edit Document Details

Remove Document

Access Documents

1. Open the Items module of the account you plan to edit. 
2. Find the item within the list. Under the action menu, click Documents.

Add a Document

All fields marked with an asterisk (*) require completion.

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 Items 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 Edit Document page, edit the following information as necessary:
   • Account
   • Owner
   • Category
   • Document Name
   • Document Description
3. Click Edit Document. 

Remove a Document

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