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Add Documents to Accounts

 ver. 2.0

 

Add important documents to Account records. Use this feature to store important presentations, spreadsheets or PDFs for each customer.

 

You can add a document on the following:

  • Details Page
  • Contract
  • Documents
  • Action Plan
  • Create New Drop Down

 

First, select the Account from the Accounts list.

Add_Documents_to_Account_01.png

 

 

Add Add A Document On The Details Tab

After selecting the Account, the default display is the "Details" tab.

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Scroll down, at the bottom is the "Documents" list. Click "Add Document".

Add_Documents_to_Account_02.png

The "Add Document" page will appear. Click "Upload Document".

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Select the document. The system will start uploading the document.

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Once the upload is done, click "Save". 

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Add A Document On The Notes Tab 

Go to the "Notes/Task" tab. Click on "Notes".

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Fill out the fields on the "Add A New Note" page. Click "Upload Note Document".

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Select the document to upload.

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After uploading, click "Add".

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Add A Document On The Action Plan Tab

Go to the "Action Plan" tab.Click on the "Action".

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The "Quick Update" Page will populate on the left side side. Click "Action Details Ad Activity". 

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On the Action Details page, click "Upload Files".

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Select the file to upload. After the upload you will see the file on this page.

Add_Documents_to_Account_17.png

 

 

 

 

Add A Document From The Create New Drop Down

Click the "Create New" dropdown and select "Notes".

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Fill out the "New Note" page. Click "Upload Note Document".

Add_Documents_to_Account_17.png

Select the document. Once uploaded, click "Save".

Add_Documents_to_Account_18.png

 

 

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