The document storage feature allows you to store important documents related to your debt records.
To store a document, click the ‘Document Storage’ button from the admin toolbox. A new window will appear where you can click ‘Add New’ and enter a title for the document. You will then upload the file by first clicking ‘Choose File’ then clicking ‘Upload’. Click ‘Close’ to exit the application.
The document will be attached to the debt record and forever stored to protect institutional knowledge.
To edit a previously stored document, click on the blue pencil icon. On the edit page, you can edit the document name and/or replace the existing document by uploading a new file in its place.
To delete an uploaded document, click on the red trash icon.