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