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How to…Upload a Document to a Record

When you click on the Documents tab on an Account’s record card, any linked documents will appear here.

You can upload or link a document to an opportunity by clicking on the plus icon .  A popup will open allowing you to upload your documents to the account. Drag and drop or click the box to use the file browser to add your documents. A thumbnail will appear of your documents. Push Upload to complete and send the documents to BuddyCRM.

 

 

Updated on June 15, 2018

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