Company Documents Tab

Overview

The Company Documents Tab provides the ability to add documents to a company. The Company Documents Tab may be accessed through the Companies Window.

 

 

Description

The Company Documents Tab displays the Documents table which consists of the following:

• Subject - Type of the attachment and subject. This field is required for document to be saved.

• Description - Description of the document. This field is required for the document to be saved.

• Document Name- Name of the document and link to download it.

• Created By - User who added the attachment. This field is automatically filled with the attachment.

• Create Date - Date the document was added. This field is automatically filled with the attachment.

 

Functionality

• Upload Document

• Append Comment