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How To: Upload a Document

To upload 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.

  • Once the document has been selected, click Save.

  • The Document will now display in the documents tab for future download.


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