How To Upload a Document

Within Documents, users can upload and view object-specific files and folders. Once an object record has been created, AmpliFund automatically creates a record folder that is accessible from the object record or from the Documents module.

To learn more about document management, see the AmpliFund Document Management Guide.

1. Open an object record.
2. Open the Tools tab>Documents.
3. Click the   (Upload Document icon) in the Icon Bar.
   
4. In the pop-up window, click Choose a file to upload file(s) from your computer.
5. Click Upload.