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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.

list of documents show on an account record card in BuddyCRM

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.

document thumbnails in document uploads shown in BuddyCRM

 

updated list of documents shown in BuddyCRM

Updated on May 21, 2018

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