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Adding documents to the document library

These are documents that you want to send out with quotes, letters, renewals. Documents like TOBAs

Nick Jordan avatar
Written by Nick Jordan
Updated over a week ago

Adding documents can be done from the Settings (found in top right next to your name) > System Settings

Click on Document Settings

That will then bring you to the following screen

Click on the Green Button "Upload Documents" and the following screen will come up -

You can then drag the document into the box

Under the section "Business Cases" there is a drop down menu which has the list of various sections that the document can be added to -

Depending on where you want the document to appear, click on the corresponding section and then the document will always be attached at that point of the process.

For example, a TOBA would need to be added at Issue Policy Documents and New Business Proposal as well.

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