Instructions

To add a document to any Company, Contact, Candidate or Job Record, please follow the steps below

1. Locate any Company, Contact, Candidate or Job Record
2. ‘Right Click’ and select ‘Document’
3. A new Document window will pop up
4. Add a Sub-Type, Subject and any desired Notes
5. Click on the Document Field Drop Down arrow to locate a file from your local computer
6. Choose the Document and click Ok.
7. Click ‘Save & Close’ to upload and link your document