Documents are the electronic files that can be stored, versioned, and attached to contracts, contacts, organizations or requests. Image-type documents (PDF, TIF, etc.) receive an OCR (optical character recognition) scan when they are uploaded making them text searchable. The out-of-the-box system includes the document types and fields shown below.
Document Types: Contract; Supporting Document
Document Fields: Document Type*, Document ID (system-generated), Name, Path, Parent Record Type, Parent Record, File Type, Latest Revision, Organizational Ownership*, Document Owner, Status, Description, Updated By, Last Updated, Created By and Created Date.
Method 1: Add from parent record
Open the Contract, Contact, Organization or Request you want to associate the document with.
Scroll down to the Documents (or Supporting Documents) section (mini-grid) and click .
Click in the dotted-line box (a.k.a. "the Drop-Zone"), browse to and select the document(s) you want to add and click Open, OR drag and drop the document(s) into the box.
For each document in the upload list, select the Type from the drop-down.
Click . For each document in the upload list, a document record is created, a document is uploaded, and a row is added to the parent record. To open the Document record, click on the row in the parent record.
Method 2: Add from Documents grid
Select 
in the navigation menu.
Click
.
Select a Document Type.
When the record opens, click in the dotted-line box (a.k.a. "the Drop-Zone"), browse to and select the document you want to add and click Open, OR drag and drop the document into the box. (NOTE: you cannot save a document record without uploading a document).
Enter the Document Details. Fields marked with * are required. The standard document fields are listed above.
Click
.