How to upload documents

Upload Document

1. Click TOOLS at the top of the screen and select DOCUMENT MANAGER.
2. Click OPTIONS > UPLOAD DOCUMENT.
3. Fill in the applicable details and select desired visibility for the document.
   1. ALL CUSTOMERS: document will be visible for all customers.
   2. CUSTOMER GROUPS: document will be visible to one or more groups of customers.
   3. CUSTOMER: document will be visible to one or more accounts as defined.
4. Drag and drop or browser to find the applicable document and click UPLOAD to save changes.

Edit Document

1. To edit an existing document, click the dropdown arrow next to VIEW for the applicable document and select EDIT.
2. Edit the applicable fields and click UPDATE to save changes.

Manage Categories

1. To add or edit a document category. Go to DOCUMENT MANAGER > OPTIONS > MANAGE

   CATEGORIES.

2. To add a new category, click ADD. Enter a unique description and click Save Changes.
3. To edit an existing category, edit the description and click Save Changes.