Document Management

As an agency, you have to record Documents at various stage of the application process. Agentcis provides you a document management feature through which you can manage your documents within the system easily.

You can add documents from within the system or upload them from your computer at the same time.

When a lead submits forms along with documents, those documents get recorded in the Document tab of the contact's profile.

To add a Document from the Client's Profile:

Go to the Documents tab of the client.

Click on the Add Document button. You can either select Agentcis Document to add the document from other parts of the system. Or select Select from device to upload from your computer.

Add the required document and click Save.

To add a document in a required application stage:

Simply click on the Document icon on the application stage

You can either select Agentcis Document to add the document to the Application stage from other parts of the system. Or select Select from device to upload from your computer.

Now, if you have to upload a document from your computer, click on the section shown in the image below and click save.