Summary:

 

This walkthrough will go through how to utilize the Uploaded Document Manager for a Prospective Client.

 

 

Uploading Document:

 

1. Navigate to the Prospective Client List > Search for Prospect > Select the Document Manager Icon.

 

2. Select Add Document.

 

3. Select a Document Type, Input a Document Name and then Select up to three Files to upload to the Prospective Chart.

**Note: File uploads have a Maximum size limit of 25MB

 

4. This Uploaded Document will stay with this Chart and when Converted it will be located in the Clients Document Manager > Uploaded Documents Section. If you have any questions about Utilizing the Document Manager on a Client Chart you may use this Article: Using Document Manager.