Uploading Account Documents
🔍 Tip: Account Documents are not the same as client documents. To learn more about Client or Contact documents, please visit Drag & Drop Client Files and Folders and Product Documents.
There may be times where you would like to provide resources and/or documents for user use. Examples include a blank SOA, Fact-Finder, or even agency training information. To upload a System or Tenant document:
Navigate to the Business Management tab on the main navigation menu
Select Documents
Click the +New Document button and select the Document Type.
Complete New Document pop-up form
Name
Description
Document Date
Upload
Tags
Click Save