Manage Documents

If you need to save files related to specific certificates, you can upload and store documents using the Properties and Liabilities module.

Access Documents Page to Upload a File

Add a Document

View Uploaded Documents

Edit Document Details

Remove Document

Access Documents Page to Upload File

1. Open the Property and Liability module of the account that you plan to edit.
2. Find the certificate 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 Property and Liability 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
   • 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.