Managing third-party documents
Learn how to upload and manage documents relating to a Third-Party
Select the third party to which you wish to add documents.

Navigate to the Documents tab. From here you can upload, download and delete documents.
Click on Browse and select the file(s) you want to upload
Click Upload or Clear if you want to select another file.
From this view you can download a previously uploaded file (1) or delete it from the third-party documents record (2).
The history tab of this third-party record will include the name of the individual who uploaded the document and the date and time it was uploaded.

