1. Within a contact record, click on the 'Documents' tab
Within 'Documents' you have the ability to upload any relevant documents associated to that individual. This includes, but is not limited to:
Confirmation/Receipts
Government Forms
Terms of Services
Visa Document
2. Next, to add a document, click on 'Add Document'
3. Add 'Name', 'Document Type', and then upload the physical document
Here, you'll add a name for the document, discern the document type and then upload the physical document.
4. When you're finished editing and uploading, click 'Save Document'
5. Once you've saved the document, you can always go back in and edit or delete it by selecting the three ellipses under 'Actions'
6. Click on 'Edit Document' or 'Delete Document' as needed
7. And then as always, make sure you click 'Save Document' to save any edits
