Account Level Documents

Uploading Account Documents

Tip

🔍 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:

1. Navigate to the Business Management tab on the main navigation menu

2. Select Documents

3. Click the +New Document button and select the Document Type.

4. Complete New Document pop-up form

   1. Name
   2. Description
   3. Document Date
   4. Upload
   5. Tags

5. Click Save