Add New Document

The Add Documents section enables you to add related documents to the Payee records. To add documents, perform the following procedure:

1. Click button from the Documents

The Documents – Add page is displayed.

2. Enter the name of the document in the Name
3. Enter a description about the document in the Description
4. Enter the text used to tag the document in the Tags
5. Click button adjacent to the File to upload field to browse and select the file to be uploaded.

Note: The maximum allowed file size is 10 MB.

6. Enter the document expiry date in the Expired By
7. Enter the owner details. Alternatively, you can enter the keyword and click button to pick an owner from the Lookup
8. Click button to save the document.

To add multiple documents together, perform the following procedure:

1. Click the link at the For uploading multiple files, click here

The Bulk Uploader page is displayed.

2. Click and select files or drag and drop files to the aforementioned portion.

The selected files are buffered displayed under Queue grid. Once the upload process is completed, the uploaded files are displayed under Completed grid.