Add Files to an Account (Using Document Center)

Use this help article to attach files or documents to a specific account.


Made by Barrett Hansen with Scribe

1. Start on an Account Detail page.




2. Click the Documents icon in the right-hand panel




3. See any past files added to the account. Press the down arrow to expand the information




4. To add a new file, press "Browse" to find a file on your computer, or simply drag and drop to that window.




5. Now you can see any new files you've added.


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