Manage Documents

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.

View Uploaded Documents

1. Open the Documents page within the Structures module.
2. Find the document in the list. 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.