To add a document to any Company, Contact, Candidate or Job Record, please follow the steps below
- Locate any Company, Contact, Candidate or Job Record
- ‘Right Click’ and select ‘Document’
- A new Document window will pop up
- Add a Sub-Type, Subject and any desired Notes
- Click on the Document Field Drop Down arrow to locate a file from your local computer
- Choose the Document and click Ok.
- Click ‘Save & Close’ to upload and link your document