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Upload Documents within an Entity

Each entity in the system may require additional documents to be attached to the record, i.e., photos, logos, contracts, etc.

Upload Documents:

  • On the detailed form of any entity, you will find a Documents button.

  • Click this button to upload one or more files for the selected entity.

Some document types are predefined and the rest can be uploaded as “Other” (see figure below).

  • Uploaded documents can later be viewed and downloaded by other users if their role allows it.

  • To download a document, use the 💾 Save icon next to the file name.

  • To delete a document, use the 🚮 Bin icon at the end of the row.

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