Ways to Add a Document

Ways to Add Documents

To quickly add documents within Central use the Upload button on the Ribbon bar in the following areas:

• Find Clients
• Find Contacts
• Find Employees
• Find Suppliers
• Global Documents (Document Centre)
• Client Document Centre
• Contact Document Centre
• Employee Document Centre
• Supplier Document Centre

Other ways to add documents are:

• From Microsoft Outlook
• From Microsoft Word or Excel
• Right click Send to in Windows Explorer
• Via the Watch Folder
• Drag and Drop