How To Add A Scanned Document To A Contact
Scenarios:
You want to add a scanned document to one of your contacts in Enrolmy
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
Within the Customer tab, select the contact you want to add the document to
Select Add note
Click on Upload Attachments
Search for the file you wish to upload from your computer, then select Open
Add any notes or leave blank
Click Save
How To Find A Scanned Document Against A Contact
Open the contact you want to check scanned documents against
Click on Notes
Awesome! You now know how to upload a scanned document against a contact!
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