Uploading Documents

Within Adviser Cloud you can upload documents to: People, Products, Tasks and Contact Log Items.

For help finding a person o upload to see this article search for or view a person

 

To upload a document to a person follow the steps below:

Go to the People section: Select required person, Click Documents tab.

Click the cloud upload file icon:

The following box will be displayed:

 

Click the select button to browse documents to upload

 

 

 Once selected required document click open and then click the blue Upload button.

 

For info on how to upload to the Contact log please see this article:

Contact Log Article

 

 

 

 

 

 

 

 

 

 

Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk