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Help > DOCUMENTS > Searching Documents > Uploading a Document
Uploading a Document

The Search Documents screen also allows you to upload a Document. To do so simply click the Upload button, as highlighted below:

A new dialogue box will appear, allowing you to capture the following:

§  The Profile Type

§  The individual Profile

§  A description (optional)

§  The Document itself (click the icon beside the Document field to browse your local machine)

§  The Document Category

§  The Title of the Document

 

Once you upload a Document it will appear in the Documents module and also in the Documents screen of the Profile(s) to which it has been linked: