Upload A Document

Uploading a Document allows you to upload either a single Document or multiple Documents at once, and optionally assign them to a specific Client or Job.

Uploading Documents

  1. Navigate to the Documents tab
  2. Drag and drop files you wish to upload into the box that says Drop Files Here, or click on it to open a file select box

Assigning Documents


Documents can be assigned to Clients or Jobs.

To assign a Document when you upload it:
  1. Click Show upload settings underneath Drop Files Here
  2. Select the type you wish to assign the Document to
  3. Select the specific Client or Job you wish to assign the Document to
  4. Upload a Document
If you want to assign a Document that you have already uploaded:
  1. Click Edit on the Document you wish to assign
  2. Select the type you wish to assign the Document to
  3. Select the specific Client or Job you wish to assign the Document to
  4. Click Save
This functionality works for reassigning a Document to a different Job or Client as well.

Tagging Documents


Like most things in CentreCRM, Documents can be tagged.

To tag a Document when you upload it:
  1. Click Show upload settings underneath Drop Files Here
  2. Type in or select the tags you wish to use
  3. Upload a Document
If you want to tag a Document that you have already uploaded:
  1. Click Edit on the Document you wish to tag
  2. Type in or select the tags you wish to use
  3. Click Save

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