There are two ways to upload a document.
- From Documents in the menu
Follow these steps to upload a document to the portal:
- Log in to the portal.
- Select Documents from the menu.
- Click the New Document button on the Documents page.
- Click Browse to find your document.
- Click Save to upload the document to the portal.
- From the homepage shortcut
Follow these steps to upload a document from the portal homepage:
- Log in to the portal.
- Click the Upload a document button under What would you like to do?.
- Click Browse to find your document.
- Click Save to upload the document to the portal.
Note:
- The maximum size of the document that you can upload is 100 MB.
- Recently uploaded documents are shown on the portal homepage if enabled by the CRM admin.