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Upload / Store a Document

Updated: Dec 30, 2022

To upload / store a document:

  • Select the record that you would like to attach the document to.

  • Go to the Documents tab in the top right corner.

  • Click on the + button.

  • Drag and drop the document you wish to add into the popup window or click on the window to navigate to the document.

  • Click Save.

  • The Document will now display in the documents tab for future download by clicking on the download icon.

  • To delete the document, click on the bin icon.


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