/
Assigning documents into the Document Panel
Assigning documents into the Document Panel
- Stewart Neale
Owned by Stewart Neale
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
, multiple selections available,
Related content
Document Management Panel Features
Document Management Panel Features
More like this
Rename a File
Rename a File
More like this
Navigating Document Folders
Navigating Document Folders
More like this
Uploading the Import Data Template
Uploading the Import Data Template
More like this
Document Preview
Document Preview
More like this
Navigating the Funding Claim
Navigating the Funding Claim
More like this
Copyright © 2019 Brevity. All Rights Reserved