1. Select the [Module] in the Search Box below CentraHub CRM Icon.( Module refers to Accounts, Leads, etc.,)
2. On the Homepage [Module], click on any individual record to view detailed information.
3. Under the Related Lists in the detailed information page, you can view recorded documents.
4. Click on Action button to create New Notes/Documents.
5. Click on New Document to enter the relevant details.
Select the documents and attach the files for the record.
Enter a title for the document.
Enter the description related to the document.
Click on the checkbox to save the document in the global repository. [Access these documents anytime, anywhere]
4. Click Save.
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