1. Home
  2. Knowledge Base
  3. Record
  4. How to…Upload a Document to a Record

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

Was this article helpful?

Related Articles

Need Support?
Can't find the answer you're looking for? Don't worry we're here to help!