Manage Documents - Other Exposures

Access Documents in Other Exposures

Add a Document

View Uploaded Documents

Edit Document Details

Remove Document

Access Documents in Other Exposures

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

Add a Document

1. On 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.
   
   Alternatively, use the Quick Add feature or the drag-and-drop method to add documents. With these methods, the category and description will not be included. These can be edited once the document is added.

View Uploaded Documents

1. Open the Documents page within the Other Exposures module.
2. Click on the document name or thumbnail image to open a larger view of the file using the document viewer. 
   
   Alternatively, 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 Comment to describe the reason for removal.
3. Click Remove Document.