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How to add a Document

Go to Accounts on the sidebar menu

Click on the Documents tab

Click on the Upload Document button

Enter the Name and the Description of the document

Upload the document by either clicking on the Upload button or by drag & drop into the upload area

Supported file types;

  • .pdf
  • .doxc
  • .doc
  • .png
  • .jpg
  • .jpeg
  • .bmp
  • .gif
  • .tiff
  • .txt

Click the Save button