How To Add A Scanned Document To A Contact

Scenarios:

1. You want to add a scanned document to one of your contacts in Enrolmy

2. You want to see any attached documents against a contact

This document assumes the following:

• Have an existing customer database within your Enrolmy account

• Have an already scanned document saved on your computer

How To Add A Scanned Document To A Contact

1. Within the Customer tab, select the contact you want to add the document to

2. Select Add note

3. Click on Upload Attachments

4. Search for the file you wish to upload from your computer, then select Open

5. Add any notes or leave blank

6. Click Save

How To Find A Scanned Document Against A Contact

1. Open the contact you want to check scanned documents against

2. Click on Notes

Awesome! You now know how to upload a scanned document against a contact!

Last updated 01 Jun 2023