How do I attach a document?

Documents can be attached to many different types of Corporate Focus records. Once attached, you can view information about the attached document from a record’s summary screen.

Attaching a document can be done when adding or editing a record. Navigate to the Attach Documents quick link within the record, and browse for your file. Once selected, save your record. Your information is stored within the record, and the document is uploaded to the system.

1 User found this helpfulWas this helpful?

Share and Enjoy:
  • Print
  • StumbleUpon
  • Facebook
  • Twitter
  • Google Bookmarks
  • LinkedIn

Comments are closed.