Adding Documents is quick and easy. Documents can be added to Opportunities, Contacts, Accounts, etc.
From the selected Opportunity, Select "ADD" in the document section.
https://lh5.googleusercontent.com/RijXvaObdgfxsuEShAg119Q6Bq0JNJtMPghKJlJ3Rymn_8i6GOGLjncrJQVJH8R_6O2DB5l2WYBFe_puroYMW5as6KaVkA2Ujk_vJs_9iunmN-xRZekJtIkS9uQx7boV_6I6-6f4Q66K5yFOMDLx169mpUqLtVwbog8yvO2rAgGizVvvYsc9HJqJwQ
From here, you can use the QuickCreate screen and select the document of your choosing.
https://lh5.googleusercontent.com/kwQIEwt1jL-24o2u5FEa9MLgHDmj8vO-w8uRnNONyo3QdGdo1g-pmbo7GbGFxFpxsFbAO06f7HMUoBra72nMjl_Cr7kbQ4o__UsTTCh-hnSYqTM5TNtAjMzVU3ryDWzmvMY8QX4msEDeZyY-rlx1Lhw4A6ROC5XCmYzoy2GGGnc34I1zjWG_xFmiMg
Or, you can select " Go To Full Form" and utilize the the entire module to edit or customize the document you would like to add.
https://lh6.googleusercontent.com/RG5TZcD7_4I97CiTetsOX_SLpPU4PKJA_Q_1s1PShT-GSlFwhNWdEztAMxFdeuDACSybzDHamGLh86IJ2t8wDFJiIHLQZjAnsnv4m0SSTiPNTPfve7kvjRyYkU8c_DdciU0kpr-DamOvHA6-Fer4Pg_5ZbRFaKGBnVAIPSo7T40fj3rHcTPPAmKxGw
Once you have the selected document you would like to add, simply hit Save and the process is completed.
From the desired Contact, Select More and then Add Document.
https://lh6.googleusercontent.com/3JNKfksH0eYf5VhSw09NSaOGZV0t3DDkDpc8CVnCk72d2NFD71ndQeQdIhDmuIi4Gn7rcY7_yTg6B6833r6x7gVbfyUtSpXuSR4ul3QF33338KMVaXSKrb86B5LK5rNVorHlOqY7INFHHzgcjisVQ2RomeBXXnBrCjNiy8roprgZo7LwdQAqOFtvEQ
From there, follow the same process as in the Opportunities module and select Save
To add a document to an Account, follow the same process as in the Contact Module.
From the desired Account, select More, Add Document, and follow the aforementioned steps to complete the process.
https://lh6.googleusercontent.com/GhpJxA3hQqhXCI6OmjTqj9Yveadcu4FlHxZ_A2pBuZ3dOayQO1-eV7JlFS32zuvmKL0bx6404b61OEoUC_LJLlC20uE3A2COupsGnNPMDUV1bCBigze6cWohSyVGgJqvCE7SwGjJLV2Eos0zi8WDpAnfy0-lGwwQLOBBLbEojIAhAcfKF0yivbBSzA