The general Document Management tab allows you to upload, view and edit all the documents within the system from one place.

To upload a document:

1. Click on the 'Add Document' button and choose a file from your computer OR open your own computer folder, select a file or several files and simply drag/drop them into the gray "Drop File Here" area.

2. Click 'Start Upload'.

3. Choose who can see the document once it's uploaded. If you give access to the clients or people to view the documents then they will show under their Documents section when they log into their account.

Read also how to:

Add document to People

Add document to Location

Add document to Client

Did this answer your question?