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Add a New Document

Navigate to Documents on the top navigation.

SCREENSHOT

  1. Click on the + button on the far right. The Add Document dialog will open up.

SCREENSHOT

  1. Click on the + button called Add Document.
  2. Click Next to proceed to the next screen.

SCREENSHOT

  1. The Details/Settings section is where you can classify the document by type and can add a brief description of what’s contained in it.

SCREENSHOT

  1. Assign the document to a specific category and assign it to a supplier.

  2. Click Save to finalise adding the new Document.

SCREENSHOT