Adding Cloud Documents

Topic:

Adding Cloud Documents

Learn how to save and store useful documents about your customer using the customer cloud.

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

  1. Open your customer and select ‘Cloud Documents’ within the treeview on the left
  2. Select ‘Add Document’.
  3. Give the document an appropriate name that will help and your colleagues identify it later on.
  4. You can add a description if you want to, though this isn’t mandatory.
  5. Add a date for the document – this could be today’s date or you could choose to select a more appropriate date relating to the file.
  6. You’ll also notice a ‘Cloud document permissions’ area where you can choose who you want to have visibility of the file should you want to restrict access.
  7. Once you’re happy with the information added, click save.
  8. Though you could choose to store LOAs in the cloud, there’s a much better way to store these within customer details. Please see our ‘Generating, sending and storing a Letter of Authority’ training course to learn how to do this.