If you are sending documents to a client and you want to add one that hasn't come up automatically, here is the way to do it:
Go to "Issue Policy Documents to Client" and Issue Documents
On the email, click Attach File/paperclip button
You will then be given three options: Browse Computer (for files stored locally on your computer), Browse Client Files (for files linked to the current client that are stored on BrokerCentral) or Recent Files which will let you select from a drop down of the most recent files that are linked to the current client.
In each case, simply select the document you want to send
More info on "Browse Client Files"
When opening this window you have the options to search the client files or filter via different document types (Digital Presentations, Invoices, Proposals, Quotes), All Associations or All Classes
When you've found the document you wish to tick the box next to it to select it (you can select muliple documents to attach - the limits are 20 miles maximum or 25MB) then click "Attach Selected"
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