As part of the Company Details Quicklink page, the Documents pane displays documents associated with the company, such as contracts and job descriptions.
Add a Document
- Select the icon to add a new document to existing contact information. The Add document window will display.
- Click on the Type of document field to categorize the type of document about to be uploaded.
- Click the icon to search for a file on the computer that can be uploaded here. A document can also be dragged to this space to be uploaded.
- Navigate to the file in the computer's folders to be uploaded.
- Double-click the file or select Open when the file is highlighted.
- Click Upload to upload the file to the company's profile.
Delete a Document
- Click the icon to the right of the document to be deleted. A confirmation window will display.
- Select Yes to confirm the deletion.