To do this:
- Within the Lead or Contract, head to the Document’s tab. Click the ‘Select Documents to Upload’ button.
- You can then select the file you’d like to upload from your computer. Select a Document Type and whether you’d like the file to be viewed within the APP.
- Select Upload once finished.
- To delete a document, select the red dustbin icon on the right hand side of the document and Yes to confirm.
Thank you for watching our how-to video on How To Add & Delete a Document, for more information and access to our free trial please visit our website https://businesspilot.co.uk