Documents

You can upload documents for your contacts from the Home page Documents section.

1. Click Menu in the top left corner > Home > Documents

   • Click the + icon to add a new document.

   • Click the iicon to view a document

   • Click the x icon to delete a document

   • Browse your file directory to find and upload a document, and add a contact before saving.

     

     

Note: This feature is not a document submission queue for new accounts documents.