Manage Documents

Access Documents Page

Add a Document

View Uploaded Documents

Edit Document Details

Remove Document

Access Documents Page to Upload File

1. Open the Surveys module of the account that you plan to edit.
2. Find the survey within the list. Under the action menu, 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, Module, and Category; Change information as necessary.
3. Click Browse to select a file from your computer.
4. Type a Document Name.
5. Type a Description of the file.
6. Click Add Document.

View Uploaded Documents

1. Open the Documents page.
2. Find the document in the list. Click the document's icon for a quick preview.

Edit Document Details

1. Find the document that you wish to edit in the list and click Edit. 
   
2. From the Document Details page, edit the following information as necessary:
   • Account
   • Owner
   • Category
   • Document Name
   • Document Description
3. Click Update Document to save the changes.

Remove a Document

1. Find the document that you wish to remove. Under the action menu, click Remove.
   
2. Type a Remove Document to describe the reason for removal.
3. Click Remove Document.