Uploading a File in the Entities Section: User Guide
Uploading a File in the Entities Section
The Upload File option allows you to attach documents or files directly to an entity record. This feature is useful for storing supporting documentation within the entity’s profile. Follow the steps below to upload a file:
Access the Entity Profile
- Navigate to the entity’s profile where you want to upload the file. Click on the Actions button.
- Navigate to the entity’s profile where you want to upload the file. Click on the Actions button.
Click on "Upload File"
- Locate and click the "Upload File" button to begin the process.
- Locate and click the "Upload File" button to begin the process.
Select the File
- Click "Select File" to choose the document or file you want to upload to the entity’s record.
- Browse through your files and select the appropriate one.
Set an Expiration Date (optional)
- If the document has a validity period, you can set an expiration date.
- Click on the calendar icon and select the expiration date for the document.
Upload the File
- Once the file and expiration date (if applicable) have been selected, click "Upload" to attach the document to the entity’s record.
- Once the file and expiration date (if applicable) have been selected, click "Upload" to attach the document to the entity’s record.
Confirmation
- The document will now appear within the entity’s profile under the relevant section, and you will receive a confirmation that the upload was successful.
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