Manage Documents

Access Documents Page

Add a Document

View Uploaded Documents

Edit Document Details

Remove Document

Access Documents Page

1. Open the Master Policies module of the account you plan to edit.
2. Find the Policy 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, Module and Category; change information as needed.
3. Click Browse to select a file from your computer.
4. Change the Document Name if needed.
5. Type a Document Description of the file if needed.
6. Click Add Document.

View Uploaded Documents

1. Open the Documents module of the Master Policies module.
2. Find the document in the list. Click the document's icon for a quick preview.

Edit Document Details

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

Remove a Document

1. From the Documents page, find the document that you wish to edit. Under the action menu, click Remove.
   
2. Type a Remove Comment to describe the reason for removal.
3. Click Remove Document.