Manage Documents - Structures

Access Documents

Add a Document

View Uploaded Documents

Edit Document Details

Remove Document

Access Documents

1. Open the Structures module of the account that you plan to edit.
2. Find the structure 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.
   
   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 Structures 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 within the list. 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. Find the document within the list. Under the action menu, click Remove.
   
2. Type a reason for removal.
3. Click Remove Document.