How to add Documents for a user.
To add documents for a user, follow these steps:
Navigate to the side navigation bar to select customer module and choose "Users".
Select the particular user you wish to add documents.
Scroll down the right-hand window to find the "Documents" tab and click on it.
Look for the "Documents +" button at the top right corner of the window and click on it.
On the new window labeled "Attach files", you can drag and drop files or click the "Browse" button to select files from your system.
Briefly describe the file you are attaching in the "Description" box.
Click the "Upload" button to save and upload the document of that user.
You have now successfully added a document to that user.
