This article will show you how to add documents to an account.
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.
- Search and select a user
- Select Documents
- Click Add Document
- Fill in fields
- 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
- Click Save New Document