Upload and Manage documents linked to this customer.
Add Documents
Upload Files
Click "Upload Files" on the right side of the page Select the file(s) you would like to upload from your documents and click the "enter" key on your keyboard.
The document(s) will appear below.
Complete Fields
Complete document fields by clicking the space beneath each heading.
File Name
Edit the file name if you wish. If you wish to upload a new file to overwrite this document click the upload icon that appears when editing the field.
Description
enter a brief description of the document.
Type
Select the document type from the dropdown box. (hyperlink to adding doc types)
Security??
Save Changes
Click "Save Changes" on the left side of the page to update.
Download Files
To download a file to your documents, click the download icon to the right of the file.
