How to Add Documents into Repbox

V7 Instructions (Current)

Adding a Document to any record (opportunity in this example)

1. Open the desired Opportunity
2. Drag and drop any file over the screen to automatically add that document to the opportunity.

Alternative Options:

1. Click the Documents section in the related list and click Add Document
2. From the Documents widget (if enabled), click the 3 dots at the top right of the widget and then Add Document

For both options, choose your document and then Click Save

V6 Instructions