How to Upload and Manage Account Documents

This process involves two main parts: uploading a new document, and then managing the record for that document after it has been uploaded.

Part 1: Uploading a New Document

This is how you add a new file to the account's record.

How to Get Here:

1. Navigate to the detail page for the Account you want to add a document to.
2. Click on the Docs tab. You will see a grid of all documents currently associated with the account.

Instructions:

1. On the upload form, fill in the Description, Category, and any relevant Tags for the file.
2. Click the Browse... button to select the document from your computer.
3. Click the green Save Account Information button at the top of the page to upload the file.

What to Expect After Saving:

• You will see a green success message, and the document will now appear in the grid back on the main Docs tab.
• Important: To add another document, you must Click on the Docs tab again. The form does not clear itself after an upload.
• Note: If you upload an image file (like a .PNG or .JPG), the system may automatically use this image as the main "Account Image" on the account's General tab.

Part 2: Viewing and Editing Document Information

Once a document is uploaded, you can edit the information about it.

How to Get Here:

1. From the Docs tab grid, find the document you wish to manage.

2. Click the Edit (pencil icon ✎) button in that document's row.

Understanding the Edit Screen:

You will be taken to a new page for managing the document's record. This screen does not let you re-upload the file itself, but allows you to manage its data across four tabs:

• General: Edit the Description, Category, Tags, etc. The "Document URL" is a direct link to the file already in the system.
• Preview: This tab is intended to show a preview of the file (this may be disabled in the demo environment).
• Notes: A text box for adding internal notes about the document.
• Admin: Contains advanced administrative settings.

Instructions:

1. Click through the tabs (General, Notes, etc.) to make any desired changes to the document's information.
2. Click the green Save Document Information button to save your changes.

Navigating Back:

• Important: After editing, there is no direct "Return to Account" button. You must use the main navigation menu (☰) on the left to navigate back to the account you were working on.