Each entity in the system may require additional documents to be attached to the record, i.e., photos, logos, contracts, etc.
Upload Documents:
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On the detailed form of any entity, you will find a Documents button.
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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).
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Uploaded documents can later be viewed and downloaded by other users if their role allows it.
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To download a document, use the 💾 Save icon next to the file name.
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To delete a document, use the 🚮 Bin icon at the end of the row.