End users can upload PDF, Word, Excel, and Tiff attachments to account sections.
To upload a attachment: In the header of the account section, click the paper clip icon. This will open a dialog to upload files.
If a section has attachments, the paperclip icon will change slightly to indicate there are attachments to view. Click the paper clip icon to view current attachments, or to add new attachments.

Was this helpful?
0 / 0