Manage Documents

You have the option to add a document to a note if you need to provide supplementary information.  Once the document has been added, you can view or change the document as needed, or add a note.

Access Documents Page

Add a Document to a Note

View Uploaded Documents

Edit Document Details

Edit a Document

Remove a Document

Access Documents Page

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

Add a Document to a Note

1. Open the Notes module of the account that you plan to edit.
2. Open the Documents page within the Notes module.
3. On the main Documents page, click Add Document.
   
4. Fill out the information on the Add Document form:
   • Confirm the Account.
   • Confirm the Module.
   • Select a Category as needed.
   • Click Browse to select a file.
   • Type a Document Name if different from the default file name.
   • Give the document a Description if needed.
5. Click Add Document.

View Uploaded Documents

1. Open the Notes module of the account that you plan to edit.
2. Open the Documents page within the Notes module.
3. Find the document in the list. Click the document's icon for a quick preview.
   
   

Edit Document Details

1. Open the Notes module of the account that you plan to edit.
2. Open the Documents page within the Notes module.
3. Find the document that you wish to edit in the list. Under the action menu, click Edit.
   
4. Edit the fields as needed.
5. Click Edit Document.
6. Return to the home page using the breadcrumb at the top.

Remove a Document

1. Open the Notes module of the account that you plan to edit.
2. Open the Documents page within the Notes module.
3. Find the document that you wish to remove. Under the action menu, click Remove.
   
4. Type a Remove Document to describe the reason for removal.
5. Click Remove Document.