Follow these steps to add a document to a location:
Step 1: Sign In
Make sure you are signed in to your account.
Step 2: Navigate to the Clients Section
- Select Clients from the left-hand menu.
- Choose the client for whom you want to add a document to their location.
Step 3: Access the Locations Tab
- Once you’ve selected a client, click on the Location tab in the menu bar.
- Select a location.
Step 4: Add a Document
- Click on the Documents section in the menu.
- Click Add a Document.
- Enter the title in English/French and the confirmation level.
And that’s it! You’ve successfully added a document to a location. If you need assistance, please contact our support team.
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