Adding documents to entities.

You can attach documents to an entity.  To do this:

1. Go to the “Manage Entities” section:

   

2. Click the details arrow next to the entity of interest:

   

3. Select the “DOCUMENTS” tab:

   

4. Click the “ADD NEW DOCUMENT” button:

   

5. Click the “ADD A FILE” button to select a file from your computer’s hard drive:

   

6. Add details for that file and click the “SAVE” button:

   

7. You will now see that the document has appeared on the documents list:

   

This document can now be attached to a contract or policy.