Summary
This article walks you through how to add and remove documents to a record.
Use Case
At Classics Inc., a contract manager needs to update a completed record for a supplier agreement. The original record is missing a signed amendment, so the manager opens the record from the Dashboard, goes to the Documents section, and uploads the missing file. Later, they notice an outdated document is still attached and remove it to keep the record accurate and complete.
Permissions
| Features | Records |
| Permissions |
To add or remove documents to a record, you must have either of the following permissions:
|
Add and Remove Documents to a Record
To add or remove documents in a Record:
- Click on the Dashboard tab, and click on the record you want to edit.
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In the Documents section, click on the existing document.
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To add a document, click the Upload icon located at the top.
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To delete a document, click the Delete icon located at the top.
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