Navigate to the “Documents” tab and select “Add New Document” from the drop-down menu.
Select the file(s) you are uploading.
Complete the “Document name".
Select the “Document type”. Each Document type has a specific set of attribute fields. By completing this step before filling in specific attribute fields, you will ensure you only complete relevant information.
Select the “Creation date”. This does not have to be the upload date of the document, as this will be stored automatically.
Under the “Document Links” section, associate the document with any relevant Constituents, Products, Entities and Documents.
Complete as many specific attributes as possible. Mandatory fields are marked with a red asterisk (*).