Documents can be added to a contact using the Web Portal, by going to CRM > Contacts > Select the ID number or Arrow for the contact that you would like to add the Document to > Documents > New Document.
When uploading the Document you can name the Document, add it to a folder or create a new folder, create a version for the document and even add an expiry that will allow the system to automatically remind you when the document is ready to be reviewed or updated.
In the Documents section, you can view both Active and Archived Documents related to a Contact.
Documents within a customer card can be viewed in the app but needed to be added through the Web Portal.