Account Management


 

Add Documents to an Account

Overview

This article will show you how to add documents to an account.

Important Note

This feature has to be enabled by a CivicRec Support Specialist and your Primary Point Of Contact will have to submit the request to Support.

Instructions

  1. Search and select a user
    rec_search_select_user.png
  2. Select Documents
    documents.png
  3. Click Add Document
    add_document.png
  4. Fill in fields
    document_fields.png
    • Title (required)Create a title for your document
    • Description (required): Add a brief description of the document
    • File: Click Browse to find and open a file from your computer
  5. Click Save New Document
    save_new_document.png



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