Assigning documents into the Document Panel

This page provides an overview on the assignment of files within the Document Panel.

 

Documents can be assigned against the record by either searching, dragging and dropping the file into the upload field on the document panel or by clicking the Upload Files hyperlink, searching for and selecting the files from file explorer that are to be assigned

Drag and Drop

 

File Search and Select

 

 

 

 

 

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