The Documents Tab provides a quick and easy way of uploading documents against a record.
Click on the Select Files icon to open up your local file browser and select the document that you wish to upload.
The page will update to show you when your file has been uploaded.
Uploaded documents appear within the Uploaded Files section. Click on any of the table headers to order by that field.
To view a document, select the download icon next to the relevant document and it will be downloaded to your PC.
To delete a document, select the dustbin icon . Note that this button is security controlled and so only certain users will be able to see it.