How to Upload Documents

Contact Module

1. Open the module that you would like to upload documents in (Contact, Opportunity or Budget)
   
2. Open the Contact, Opportunity or Budget to which you would like to upload a document.
   
3. Click on Documents (located near the bottom of the screen) 
   
   
   
4. Documents can be uploaded in one of two ways
   
1. Option One - Drag and drop your document(s) to the upload box
   
   (located on the right-hand side of the screen) 
   
   
   
2. Option Two - Click to browse your computer for the document(s)
   
   (located on the right-hand side of the screen) 
   
   
   
5. Click on "Upload"
   
   (located on the lower right-hand corner of the screen)  
   
   
   

Helpful Hint!

You can upload multiple documents at one time by adding them all to the upload box prior to clicking on "Upload"